Securing Your Legacy: A Comprehensive Guide to Beneficiary Designations in California Estate Planning (2025 Update)
Learn how California’s 2025 laws on beneficiary designations, RTODDs, and spousal consent affect your estate plan. Discover how to protect your legacy and avoid probate with insights from Opelon LLP.
Navigating a Heggstad Petition in San Diego: Understanding Probate Code § 850 for Trust Asset Transfers
Gain insights into Heggstad petitions in San Diego. This key guide explains the probate code § 850 and offers trustees and beneficiaries a streamlined way to confirm that assets left out of a trust were still intended to be included. This process avoids the delays of full probate while ensuring a decedent’s intent is honored. Learn how this petition works and why it is a vital tool in California trust administration.
Selling a House in San Diego Probate: Step-by-Step California Guide (2025)
Selling a house in probate can be challenging. This expert guide outlines crucial steps when selling a house in San Diego probate, clarifying legal processes and options for personal representatives.
Opelon LLP’s Lawyer Matt Odgers Named to 2026 Best Lawyers: Ones to Watch® in America
San Diego, August 21, 2025 — Opelon LLP is pleased to announce that partner Matt Odgers lawyer has been included in the 2026 edition of Best Lawyers: Ones to Watch® in America.
Estate Planning for Bitcoin in 2025 | A Simple Guide to 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)
A California Revocable Living Trust helps protect your assets, avoid probate, and keep your estate private. Learn how it works under California law and how Opelon LLP, a trusted Carlsbad estate planning firm, can help you plan with confidence.
Discover the Latest Federal Estate Tax Exemption Increase for 2024 – Are you ready?
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.