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2013 California Estate Planning for Registered Domestic Partners

Equal Treatment of California Same-Sex Couples The landscape of 2013 California Estate Planning schemes for registered domestic partners forever changed in June 2013 when the Supreme Court struck down a key part of the Defense of Marriage Act (DOMA) that defined marriage as between a man and a woman for federal law purposes. What does this mean? […]

Estate Planning Strategy: Giving During Life Equals Giving on Death

The Good & Bad of Lifetime Gifting Plans An estate planning strategy gaining popularity in California involves lifetime gifting. The benefits – it’s clean, simple and easy to do. You’re also able to enjoy your kids or other beneficiaries benefitting from your generosity now rather than bestowing your legacy on death through a will and trust. […]