California’s new small estate affidavit law (AB 2016) takes effect April 1, 2025, making it easier to transfer assets without probate. Learn about the updated thresholds, filing process, and why a liv...
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Mar
05
Mar
A Special Needs Trust helps secure your loved one’s future while preserving Medi-Cal & SSI benefits. Learn the differences between first-party, third-party, and pooled trusts—plus why leaving money to...
01
Mar
Worried that putting your home in a trust will trigger your mortgage's due-on-sale clause? Thanks to the Garn-St. Germain Act, your lender can’t accelerate your loan. Learn how to protect your home an...
Attorney Laura Thatcher
Founding Attorney
I began practicing law in 1997 as a litigation attorney. When my father passed away in 2009, my mother and I had the spa...
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California’s 2025 Small Estate Affidavit: A Game-Changer for Probate Avoidance