Most people think joint tenancy protects their home from probate—but California Probate Code §6402.5 proves otherwise. Learn how this obscure law can reroute your estate and why a simple will or trust is the only real protection.

California’s AB 2016 increases the threshold for simplified probate of a primary residence—but it’s not the free pass it appears to be. Learn who qualifies, the real process behind the law, and why a revocable living trust still offers the best protection.

Explore the intricate world of California property taxes with Bethel Law's expert breakdown of Propositions 13 and 19. Learn how these laws affect property inheritance, tax rates, and legal strategies for managing your property taxes efficiently. Dive into a comprehensive analysis designed to guide property owners through California's unique tax landscape.

Explore the essentials of estate planning with Attorney Andrew Bethel from Bethel Law, as he clarifies the choice between a Will and a Trust. This article delves into the significance of the probate threshold, the role of Pour-Over Wills, trusts, and Financial Power of Attorney in managing and protecting your estate. A must-read for anyone looking to navigate the complexities of estate planning and ensure the smooth management of their assets.

Explore personal liability protection for LLC members, a key advantage of forming an LLC in California. Learn about circumstances that can limit this protection and the importance of proper formation and compliance. Discover how tax classification elections impact your LLC's tax consequences and liability protection.

Online estate planning templates promise simplicity, but their hidden flaws can lead to costly and stressful outcomes. Learn why a professionally drafted trust is a better investment to protect your family and legacy.

Explore how to manage trustee vacancies in California trusts. Learn about the causes of trustee vacancies, the legal steps to fill them, and best practices to ensure your trust operates smoothly.

Explore what another Trump administration could mean for estate planning, tax policies, and financial regulations. This article dives into the anticipated tax changes, estate planning implications, and investment opportunities under Trump’s return to office, providing insights for families, investors, and high-net-worth individuals.

The IRS has increased the estate and gift tax exemptions for 2025, along with adjustments to income tax brackets and capital gains rates. Learn how these changes impact estate planning, potential state-level taxes, and strategies for wealth transfer in this detailed breakdown.

Mistakes in property deeds, such as missing vesting language, can lead to costly probate cases and unintended property distribution. Learn about the critical importance of proper vesting in property deeds, the legal differences between Joint Tenancy and Tenants in Common, and how working with a legal professional can help you avoid legal nightmares.