Preston Estate Planning, APLC

Preston Estate Planning, APLC Preston Estate Planning has 40+ years of experience protecting families and legacies. Contact us today! Preston Estate Planning, A.P.L.C.

Our mission is to ensure peace of mind with specialized estate planning solutions. For informational purposes only, nothing below is legal advice. is a full service estate planning law firm that has been in practice for over 40 years. As California State Bar Certified Specialists in Estate Planning, Trust, and Probate Law, we pride ourselves on using our considerable knowledge and expertise to pro

tect families by preserving their assets, for them and their posterity. While other estate planning law firms primarily focus on avoiding probate, Preston Estate Planning takes on additional challenges facing families such as disability problems, minimizing the capital gains tax dilemma, and making sure assets stay in the family. Our goal is to provide you with the same level of protection and service that we provide to our own families.

06/02/2026

Rental, vacation, commercial - the label doesn’t really matter.

If the property was not your primary residence, it likely won’t qualify for the same protection under Prop 19. That means when you pass away, that property can be reassessed whether it was a rental, a vacation home, a commercial building, or something else.

The key question is not: “What kind of property was it?”

The key question is: “Was it your primary residence?”

And if the county didn’t know it was your residence, your family may not be able to treat it that way later 🏡✨

PrestonEstatePlanning

05/29/2026

A hospital form may feel routine especially before surgery.

But if you sign a new advance healthcare directive, it can revoke the one you already had.

That matters because your original directive may name the people you trust, include specific instructions, and reflect the plan you carefully created.

So before signing a new medical directive, pause and ask: “Will this replace my existing one?”

Small form. Big consequences. 🏥✨

05/28/2026

Legal authority helps. But would you know what to actually do?

If your spouse became temporarily incapacitated, you may be able to step in legally but that doesn’t mean you’ll instantly know:

🏡 what bills are due
🏡 which accounts exist
🏡 what’s on autopay
🏡 where important documents are

That’s why both spouses should know the basics before life gets stressful.

Because “I’m allowed to handle it” is not the same as “I know where to start.” ✨

05/27/2026

A silent partner trustee can help pay the bills.

But what if the real issue is stopping the wrong payments?

That’s where things get tricky. If someone starts giving money away, falling for scams, or making unsafe financial decisions, “helping” may not be enough. At some point, your plan needs a way to protect them from the damage too ⚠️

Could your trust handle that moment?

05/26/2026

They may still sound like themselves. That’s what makes gradual incapacity so hard to catch.

Missed bills. Unusual donations. Money going to the wrong people. And everyone waits… because no one wants to be the bad guy.

But waiting too long can be expensive ⚠️

Who could step in before things go too far? 🏡

05/22/2026

She was at the hospital with her mom.
But the bills didn’t stop.

When a medical crisis happens, your family may need to handle urgent financial responsibilities while also trying to be present emotionally.

In this case, the daughter could step in because she had already been added as a silent partner trustee.

No long process.
No starting from scratch.
No leaving her mom’s side just to fight with the bank.

That’s what planning ahead can do 🏡✨

05/21/2026

You can sleep in different homes - but for property tax purposes, the county is looking for one primary residence.

That’s why the homeowner’s exemption matters.

It may only save a small amount in taxes, but it helps show which property was officially treated as your residence. And when Prop 19 comes into play, that detail can make a big difference.

Because your family can’t decide later which home “counts.” 🏡✨

05/20/2026

Three children. One inherited house. Does Prop 19 still work?

Yes — if one child qualifies and lives in the home as their primary residence.

But if the other children want to be bought out or removed from ownership, things can get complicated fast.

With inherited property, it’s not just who gets the house.
It’s how the transfer is handled. 🏡✨

05/15/2026

A $2M home doesn’t automatically mean the full $2M gets reassessed.

In this example, if the home is worth $2M and the assessed value is $400K, part of that value may still be protected — as long as the child qualifies, moves in within the required timeline, and files the proper paperwork with the county.

But the amount above the protected exclusion can still be reassessed.

That’s why details matter. A reassessment doesn’t always mean the worst-case scenario, but it can still create a much higher annual tax bill if the planning and paperwork are not handled correctly. 🏡

Small details can make a big difference for families trying to keep a home. ✨

05/12/2026

The wrong time to sign a new medical document is when you feel rushed, stressed, or unsure.

If your current directive still reflects your wishes, replacing it in the moment can create unnecessary risk.

Do you keep your healthcare documents somewhere easy to access?

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