by Santiago Olivares | Sep 14, 2026 | Trust, Living Trust, Trust administration, Estate Planning
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 | Aug 17, 2026 | Pet, California, Estate Planning
Niner is more than a dog at The Heritance Lawyers. He is the office’s Director of Employee Satisfaction, professional ball chaser, lap enthusiast, and occasional stubborn walking companion. His story also highlights an important question for every California pet... 
by Santiago Olivares | Aug 4, 2026 | California, Estate Planning
An estate plan review checklist can help ensure your will, trust, powers of attorney, beneficiary designations, and healthcare documents still reflect your wishes before the busy holiday season begins. Fall is an ideal time for California families to review major life... 
by Santiago Olivares | Jul 27, 2026 | Estate Planning, illness
If your parent becomes mentally incompetent in California without the proper estate planning documents, your family may need to ask the court to appoint a conservator before anyone can legally manage their finances or make certain decisions on their behalf. A Living... 
by Santiago Olivares | Jul 20, 2026 | Living Trust, Trust administration, Estate Planning
Choosing a trustee is one of the most important decisions you’ll make when creating a Living Trust. But life changes. Someone who seemed like the perfect choice years ago may no longer be the best person to manage your affairs. If you’re wondering whether...
