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Archive for Day: March 12, 2026
March 12, 2026
Protecting What You’ve Built: A Guide to Transferring Real Estate in Newport Beach
For many Southern California families, real estate is the most valuable asset in an estate. But transferring property — whether a vacation home, rental, or
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Conservatorships & Guardianship
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March 12, 2026
Estate Planning for High-Net-Worth Families in Newport Beach
Key Takeaways The estate tax exemption will rise to $15 million per individual in 2026, but advanced planning is still essential to avoid the 40%
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March 12, 2026
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