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Blue Water Estate Planning

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Home > 2025 > March
California’s 2025 Small Estate Affidavit: A Game-Changer for Probate Avoidance

California’s 2025 Small Estate Affidavit: A Game-Changer for Probate Avoidance

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 living trust is still the best estate planning option

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Who Needs a Special Needs Trust? How to Protect Your Loved One’s Future Without Losing Benefits

Who Needs a Special Needs Trust? How to Protect Your Loved One’s Future Without Losing Benefits

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 a sibling may not be the best option.

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Will My Mortgage Be Called Due If I Put My Home in a Trust? (Spoiler: No, Thanks to This Law!)

Will My Mortgage Be Called Due If I Put My Home in a Trust? (Spoiler: No, Thanks to This Law!)

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 and avoid probate with a revocable living trust

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