Simone Ortega

How Much Does Estate Planning Cost?

How Much Does Estate Planning Cost?

  Estate planning is an essential process that helps individuals plan for the management and distribution of their assets after they pass away. Estate planning involves creating wills, trusts, powers of attorney, and other legal documents that specify how your...

Does California Have an Inheritance Tax?

Does California Have an Inheritance Tax?

  Estate planning involves more than just deciding who will inherit your assets after you pass away. It also includes the management of your assets during your lifetime and creating a plan to minimize taxes, as well as maximize the amount of your estate that will...

Does California Allow Gun Trusts?

Does California Allow Gun Trusts?

When we pass away, we want to ensure that our belongings get transferred to the right people. However, when it comes to gun ownership in California, there are strict rules and regulations. Securing a gun trust could ensure that you follow applicable laws when...

What is a Lifetime Beneficiary Trust?

What is a Lifetime Beneficiary Trust?

Estate planning can be a complex process. While many people wrongly assume that they only need a will, there are other measures you can take to ensure the welfare of your family and have your assets distributed according to your wishes. As part of your estate planning...

What is a Probate Sale?

What is a Probate Sale?

California regulates certain aspects of a probate sale when it comes to the sale of real estate property. This includes how the property is sold, what it is priced at, and even how quickly it must be sold. The terms of these transactions are heavily regulated in the...