Learn about your rights as a California trust beneficiary — including notice requirements, accounting obligations, and how to take legal action when trustees don’t comply.

The proposed “One Big Beautiful Bill” could dramatically reshape estate planning and tax law—just in time for the 2026 sunset of current estate tax exemptions. From a potential $15 million exemption to new capital gains surtaxes, this breakdown explores how the bill affects families, business owners, and anyone looking to preserve wealth. Don’t wait for Congress—your window to act may already be closing.

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.