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Category: Trust Administration

Where to Store Estate Planning Documents? (7 Best Practices and Tips)

Title says: Where to Store Estate Planning Documents, with waves in the background.

Have you ever wondered “Where should I store my estate planning documents?” If so, you’re not alone. In this blog post, we’ll delve deeper into the best places to store your estate planning documents.

Estate Planning for Bitcoin in 2025 | A Simple Guide to Fund a Trust with Bitcoin

Fund a Trust with Bitcoin

If you are a holder of Bitcoin, this article will help you to understand how to fund a trust with Bitcoin as well as the benefits of estate planning for Bitcoin.

California Revocable Living Trust (Your New Ultimate Guide in 2025)

California Revocable Living Trust

Do you want to ensure that your assets are protected and distributed according to your wishes after you pass away? One estate planning tool that you may want to consider is a revocable living trust.

Discover the Latest Federal Estate Tax Exemption Increase for 2024 – Are you ready?

2024 Federal Estate Tax Exclusion Amount

In 2024 the federal estate tax exemption is $13,610,000 for an individual or $27,220,000 million for a married couple.

So how does this affect you? Put simply, this will only affect you if the total value of your estate exceeds the tax exemption amount.

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Blog insights

What is a Last Will and Testament in California? Ultimate Guide for 2025

The Ultimate Guide to San Diego Estate Planning from Start to Finish (2025 Update)

Naming a Beneficiary? Don’t Miss These 5 Essential Rules

Year End Estate Planning Tips for a Secure Future (2025 Ultimate Guide)

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