by Santiago Olivares | Jun 23, 2026 | Estate Planning, California, Usa, Living Trust, Living Will, tax, Business
If you want to protect your family business, a will alone is usually not enough. Without a clear estate plan and business succession strategy, your company could face ownership disputes, probate delays, tax complications, or even closure after your death or... 
by Crista Hermance | Feb 25, 2026 | Planning, Marriage Planning, beneficiary designations, taxes, funding, Co-ownership, Divorce, Estate Planning, California, Usa, Attorney, Parenting, tax
Many California parents consider adding their child to their home title to avoid probate. However, this strategy can trigger property tax reassessment, expose the home to your child’s creditors or divorce, complicate Medi-Cal planning, and create capital gains tax... 
by Crista Hermance | Jun 25, 2025 | Living Trust, tax, Planning
For Ventura homeowners, a revocable living trust keeps your home and other assets out of probate, saving time, statutory fees, and stress. Understand Prop 13 (property tax basics), Prop 19 (limits and requirements for parent-child transfers), and how a step-up in... 
by Crista Hermance | Jun 20, 2025 | California, Estate Planning, Living Trust, tax, Assets, taxes
If you’ve recently inherited property in Ventura, CA, you’re probably wondering what taxes apply. Here’s the short version: California does not have an inheritance or estate tax. Federal estate tax only applies to very large estates (over $13 million in 2024). Capital... 
by Crista Hermance | Nov 27, 2023 | tax
Estate planning is a noble and generous act, allowing you to secure your property for your loved ones. However, many are unaware of the significant property taxes associated with inherited properties, which can sometimes force beneficiaries to give up their cherished... 
by Ivonn Ayala | Oct 25, 2023 | California, Consultation, tax, Estate Planning
Estate planning is an essential tool at any stage in your adult life. It allows you to settle your affairs and create a plan for your assets after you die. While the peace of mind that estate planning provides is undoubtedly invaluable, settling one’s affairs...
