House Left Out of a Trust in California? When a Heggstad Petition May Help

Discovering after a loved one’s death that their house was never formally transferred into their Living Trust can be alarming. The family may have expected the property to pass privately through the Trust, only to find the deed still lists the deceased owner individually. In California, that does not always mean a full Probate is

California Proposition 19 and Inherited Homes: What Parents and Children Need to Know in 2026

For California families, inheriting a home can create more than an Estate Planning question. It can also trigger a significant property-tax decision. Proposition 19 changed the rules for parent-to-child transfers beginning in 2021. In 2026, children can no longer automatically inherit a parent’s low property-tax assessment simply because they are family. Whether an exclusion applies

What Is a Spousal Property Petition in California? A Faster Alternative to Full Probate

When a spouse or registered domestic partner dies in California, the surviving spouse may not always need a full Probate case to transfer property. In some situations, a spousal property petition can be a faster and more focused alternative. A spousal property petition asks the Probate court to confirm or transfer property that belongs to

Medi-Cal Asset Limits Are Back in 2026: What California Families Need to Know

Medi-Cal asset limits are back in California in 2026, and many families need to pay attention. For the last few years, some Medi-Cal programs did not count assets the same way. But beginning January 1, 2026, California again requires certain Medi-Cal applicants and members to report countable assets when they apply or renew. This change
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