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How Proposition 19 Changed Inherited Property Rules in California — What Woodland Hills Families Need to Know

07/23/2026
Many families in Woodland Hills and across the San Fernando Valley built their wealth the same way: Mom and Dad bought a house decades ago, paid it off, and planned to pass it to the kids. Under Proposition 13, property ... Read More

What California’s 2026 Special Needs Trust and ABLE Account Changes Mean for Your Family

07/14/2026
A special needs trust lets you set aside money for a disabled child or family member without disqualifying them from SSI or Medi-Cal, the two benefits most people with disabilities rely on for income and healthcare. The trust holds the ... Read More
What Happens To Bank Accounts When Someone Dies California

What Happens to Bank Accounts When Someone Dies in California?

06/23/2026
You’re grieving. You’re managing funeral arrangements, notifying family, and trying to hold everything together. And somewhere in the middle of it all, someone asks: “What about the bank accounts?” It’s one of the most urgent practical questions families face after ... Read More
Living Trust Cost California

How Much Does a Living Trust Cost in California?

06/12/2026
Overview: Wondering about the living trust cost in California? Most Californians can expect to pay between $2,000 and $5,000 for a professionally prepared living trust, though costs vary based on estate size, complexity, and planning needs. If you’re researching the ... Read More
Family Happy Home Keys

Is It a Good Idea to Put Your Home in a Trust?

04/27/2026
For most families in Woodland Hills, the house is everything. It's where kids grew up, where decades of memories live, and—more often than not—the single largest asset in the estate. So when an estate planning attorney asks, "Have you thought ... Read More
A senior couple doing estate planning

The Essential Estate Planning Checklist for California

08/23/2024
Creating an estate plan is essential for ensuring that your loved ones are taken care of and your assets are managed according to your wishes. In California, the estate planning process involves a variety of legal documents and considerations. Here’s ... Read More