by Crista Hermance | Sep 29, 2026 | Trust, California, Estate Planning
Artificial intelligence can be a useful tool for learning about estate planning, organizing information, and preparing for conversations with an attorney. However, AI cannot replace personalized legal advice or ensure that estate planning documents comply with... 
by Crista Hermance | Sep 29, 2026 | Living Trust, California, Estate Planning
The most common estate planning mistakes include waiting too long to create a plan, relying solely on a will, failing to update beneficiary designations, forgetting to fund a trust, and neglecting incapacity planning. For many Oxnard families, these oversights can... 
by Santiago Olivares | Sep 14, 2026 | Estate Planning, Trust, Living Trust, Trust administration
Estate tax, inheritance tax, and gift tax all relate to transferring wealth, but they are not the same thing. Estate tax is paid by an estate before assets are distributed, inheritance tax is paid by certain beneficiaries in a handful of states, and gift tax may apply... 
by Santiago Olivares | Sep 14, 2026 | Homeowner, Trust, Living Trust, Trust administration, Estate Planning
For Malibu homeowners, estate planning involves more than deciding who inherits a home. High property values, Proposition 19 property tax considerations, trust administration, asset protection, and family dynamics can all affect what happens to a property after death.... 
by Santiago Olivares | Sep 9, 2026 | Trust, Elder, Living Will, Living Trust, California, wills, Estate Planning
Yes, someone with dementia may still be able to change their estate plan in California. The key issue is not the diagnosis itself but whether the person has the legal capacity to understand the decisions they are making at the time they sign estate planning documents....
