Legal & Tax Disclosure ATTORNEY ADVERTISING & LEGAL DISCLOSURE: This article is for informational purposes only and does not constitute legal, financial, or tax advice. Reading this content does not form an attorney-client or CPA-client relationship. Probate and tax laws are complex and subject to change—including recent 2026 shifts under California’s AB 2016 and federal…

Legal & Tax Disclosure ATTORNEY ADVERTISING & LEGAL DISCLOSURE: This article is for informational purposes only and does not constitute legal, financial, or tax advice. Reading this content does not form an attorney-client or CPA-client relationship. Probate and tax laws are complex and subject to change—including recent 2026 shifts under California’s AB 2016 and federal…

Legal & Tax Disclosure ATTORNEY ADVERTISING & LEGAL DISCLOSURE: This article is for informational purposes only and does not constitute legal, financial, or tax advice. Reading this content does not form an attorney-client or CPA-client relationship. Probate and tax laws are complex and subject to change—including recent 2026 shifts under California’s AB 2016 and federal…