Our Estate Planning & Probate Blog

When it comes to estate planning, a little information can go a long way. In our blog, our legal team explores common problems we see when reviewing estate plans, as well as tips you can put into practice immediately to protect your future.

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Checklist for Detecting and Dealing with Elder Financial Abuse
Elder Abuse Torrance

Date: 06/29/2022 Category: General
Hot Fun in the Summertime
Trust Lawyer Torrance

Date: 06/29/2022 Category: General
Special Estate Planning Considerations When One Spouse Is a Non-U.S. Citizen
The foreign spouses of U.S. citizens are still entitled to receive inheritances, but they could be subject to additional gift and estate taxation.

Date: 06/24/2022 Category: Estate Planning
Understanding and Avoiding Escheatment
California’s escheatment laws allow the state to take your assets if you do not create a comprehensive estate plan. Learn more from our CA attorneys.

Date: 05/24/2022 Category: Probate | Estate Planning
How an IRA Charitable Rollover Could Help You
An IRA charitable rollover is an opportunity to save money on your taxes while making the world a better place. Learn more here.

Date: 05/24/2022 Category: Estate Planning
Why Some Spouses Need Their Own Estate Planning Attorney
While most married couples in California choose to use the same estate planning lawyer, some partners should consider having their own attorneys.

Date: 05/11/2022 Category: Estate Planning
Claiming Social Security Benefits at Age 70
Probate Attorney Torrance

Date: 05/10/2022 Category: General
How an ESOP Could Help You Meet Your Retirement Goals
An ESOP could provide an ideal route to retirement for business owners who want to empower their employees while keeping control of their company.

Date: 04/26/2022 Category: Estate Planning
“What Are My Rights as a Beneficiary?”
Learn the 5 key rights of beneficiaries in estate planning, including access to estate info, accountings, distributions, impartial treatment, and legal counsel.

Date: 04/25/2022 Category: Trust & Estate Administration | Probate | Estate Planning
What to Know If You Inherit an IRA
Individual retirement accounts can provide substantial benefits, but they are subject to many complex rules when they are inherited. Learn more here.

Date: 04/05/2022 Category: Estate Planning
Home Health Aid Costs See the Sharpest Increase in Annual Long-Term Care Survey
Long-Term Care Torrance California Estate Planning Attorney Phil Kavesh discusses the rising cost of home health care in California. Click here to learn more.

Date: 04/01/2022 Category: General
NFA Gun Trusts in California
A gun trust can be a low-risk way to pass on NFA firearms to family members and other potential heirs. Learn more here.

Date: 03/22/2022 Category: Estate Planning

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When You Want the Very Best for Your Loved Ones, Choose Us.

Experience and Expertise. Estate planning and post-death administration are all we do. Our attorneys have over 70 years of combined expertise in the field, and three of our attorneys have passed an additional Bar examination and peer review process to become State Bar Certified Specialists in Estate Planning, Trust and Probate Law. Two of our attorneys also have Master’s Degrees in Tax Law, giving us unique insight into how estate tax and income tax will affect your family’s inheritance.
Customization and Attention to Detail. Before we create or update your estate plan, we get to know you, your goals, and what matters to you most. We take the time to listen to your concerns and attend to each of your unique needs and desires as if they were our own. When we complete your plan, we perform a detailed quality control process to help ensure your objectives are met. We also provide you with a personalized Owner’s Manual containing all of your important documents, and your Successor Trustee with a Manual containing helpful, plain-English checklists and easy-to-follow procedures.
Lifetime Relationship. All of our estate plans include a free ongoing service package. We take phone calls any time you have questions, perform free estate planning checkups every three years, and keep you abreast of changes in the law and planning strategies with our complimentary newsletters and educational seminars. And, when the time comes, we will be there to help your trustee and loved ones.