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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Vacation Home (Inheritance) Headaches Worth Avoiding
It sounds like a nice problem to have: handing down a family vacation home from one generation to the next. But the process - ... Estate Planning

Date: 09/28/2013 Category: Estate Planning
Home Care Or Institutional Care?
It might be easier than you think for you, or a loved one, to stay at home as you age... Nine out of 10 Americans say they ... Elder Law

Date: 09/27/2013 Category: General
Avoiding The 2013 Capital Gains Gotcha
Last year's historically low capital gains tax rate of 15% is, well, history, but there are still ways around the new higher ... Estate Planning

Date: 09/26/2013 Category: Estate Planning
Avoiding Medicare “Marketplace Plans” Confusion
After reassuring seniors that Medicare is not part of the new health insurance marketplaces, administration officials have a ... Elder Law

Date: 09/25/2013 Category: Estate Planning
Key Considerations When Selling Your Business
While the truth may be painful, an entrepreneur who recognizes the realities they will face when selling a business will fare ... Business

Date: 09/24/2013 Category: General | General
Successful Successions Require Planning
He chose two people he wanted to sell to who were already working in the company. They were young, they were paid well, and ... Business

Date: 09/20/2013 Category: Estate Planning
Testing The Inheritance Of Test Tube Babies Born Post-Mortem
The number of children conceived through in vitro fertilization has doubled over the last decade. The technology that has ... Estate Planning

Date: 09/19/2013 Category: Estate Planning
Foreign Retirements Attract FATCA Scrutiny
A U.S. tax crackdown is coming for foreign retirement plans. The U.S. has been pushing banks and individuals to report ... Elder Law

Date: 09/17/2013 Category: Estate Planning
Planning To Avoid Inheritance Failures in Torrance California
Planning for an inheritance can be thorny. You can be consumed by unrealistic ideas and make a number of missteps that could ... Estate Planning

Date: 09/16/2013 Category: Estate Planning
The State Of State Retirement Taxation in Torrance California
No matter where you retire, you'll owe the same to Uncle Sam in federal taxes. But your choice of retirement destination ... Elder Law

Date: 09/11/2013 Category: Estate Planning
Artwork Valuations: In The Eye Of The Beholder?
Charitable gifts of artworks almost always present valuation issues. An appraisal by a respected, unbiased expert is key to ... Charitable Gifting

Date: 09/10/2013 Category: Estate Planning
Charitable Options For “Unnecessary” Life Insurance
Here's the situation: You have a whole or universal life-insurance policy that you or your heirs don't really need. What do ... Estate Planning

Date: 09/10/2013 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.
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