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Insights & Resources From Filippi Law Firm

Practical guidance for estate planning, real estate law, probate, and business law. Explore articles written to help California families, property owners, and business leaders make informed decisions.

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    • Logo of Filippi Law Firm above text "California Deeds, Decoded: What Each One Does (and Doesn’t)" over vintage handwritten documents and a candle.
      Jim Filippi
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      California Deeds, Decoded: What Each One Does (and Doesn’t)

      If you own California real estate—or plan to—you’ll eventually run into a question that…

    • Logo of Filippi Law Firm with a professional woman in glasses reviewing documents.
      Jim Filippi
      |

      Why We Don’t “Tune Up” AI-Generated Legal Documents (and What We Do Instead)

      Short version: it’s about liability, ethics, and saving you money. Generative tools can draft…

    • Logo of Filippi Law Firm above the title "How to Hold Title to California Real Estate: Vesting Options, Taxes, and Why Trusts Usually Win" with a background image of suburban houses and palm trees at sunset.
      Jim Filippi
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      How to Hold Title to California Real Estate: Vesting Options, Taxes, and Why Trusts Usually Win

      Picture this: you buy a home, the deed gets recorded, and life moves on.…

    • California estate planning attorney image: deep-rooted tree amid skyscrapers symbolizing dynasty trusts, asset protection, and generational wealth — Filippi Law Firm.
      Jim Filippi
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      What Dynasty Trusts Are, How They Work, and Better Options in California

      You may have heard the term “dynasty trust” if you’ve ever wondered how some…

    • Dark navy blue graphic background (#1D2A57) with bold white serif and sans-serif text that reads: “The Big Beautiful Bill and Your Estate Plan” and “What the One Big Beautiful Bill Act Means for Estate Planning.” The design is minimal and professional, with a clean, centered layout ideal for legal or financial branding.
      Jim Filippi
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      The Big Beautiful Bill and What It Means for Your Estate Plan

      Change is a constant in the world of law—and when it comes to estate…

    • Flat‑style illustration on a dark blue background featuring a stone castle wall labeled ‘Asset Protection.’ A jagged crack runs through the wall, revealing a large gold‑edged shield. The shield displays the outline of California and balanced scales of justice, symbolizing asset‑protection myths in California.
      Jim Filippi
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      Asset‑Protection Trusts in California: Sorting Fact from Fiction

      Spend ten minutes on the internet and you’ll bump into headlines that promise a…

    • "An estate planning attorney explaining the differences between immediate and springing durable power of attorney to a client, with legal documents on a desk, emphasizing the importance of understanding authority types for estate planning.
      Jim Filippi
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      Understanding Durable Power of Attorney: Immediate vs. Springing Authority

      When planning for the future, one crucial document to consider is the Durable Power…

    • Clear step-by-step process for filing a Beneficial Ownership Information (BOI) report with FinCEN, highlighting compliance steps for estate planning and trust management. Includes tips for identifying beneficial owners, preparing documentation, and meeting deadlines. Optimized for readers in Rocklin, Roseville, and Granite Bay seeking estate planning and trust attorney guidance.
      Jim Filippi
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      Filing a Statement of Beneficial Ownership Interest with FinCEN

      As an estate and business planning law firm serving Rocklin, Roseville, and Granite Bay,…

    • Estate planning horror-themed graphic for an article titled 'Estate Planning Horror Show: The Frankenstein Estate Plan.' In a spooky, dimly lit room, an estate planner’s desk features eerie green lighting, with scattered legal documents and a thick book labeled 'Estate Plan,' stitched together Frankenstein-style. Shadows of ghostly figures and legal documents loom in the background. Overlay text reads, 'Avoid the Horror of Piecemeal Estate Plans' and 'Contact Filippi Law Firm, P.C.' Perfect for readers in Rocklin, Roseville, and Granite Bay looking for trusted estate planning, trusts, and attorney services. Styled as a vintage horror movie poster with an aged, Halloween feel.
      Jim Filippi
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      Estate Planning Horror Show: The Frankenstein Estate Plan

      There’s nothing more terrifying than leaving your estate to chance—or worse, relying on piecemeal…

    • Estate planning and trust protection in Rocklin, Roseville, and Granite Bay. A family standing together in front of a well-maintained suburban home, symbolizing security and future planning. A legal figure or trust protector holds legal documents, representing trust administration. Icons for Rocklin, Roseville, and Granite Bay landmarks highlight local estate planning services. Warm, professional tones convey trust, safety, and family protection.
      Jim Filippi
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      Understanding Trust Protectors: A Guide for Trust Beneficiaries and Settlors

      The world of trusts is complicated and usually calls for specific roles to guarantee…

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