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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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
A New Tool To Help Determine “Consciousness” Of The Unconscious
An experimental tool designed to "peek" into a patient's brain and find signs of consciousness could eventually ... Elder Law

Date: 09/09/2013 Category: General
The Pros and Cons of a CA Roth IRA
Roth IRAs permit tax-free withdrawals in retirement, but there are also disadvantages to having this type of account. Our CA attorneys explain.

Date: 09/08/2013 Category: Estate Planning
Essential Estate Planning Is … Well … Essential in Torrance, CA
Contrary to popular belief, estate planning is not just about money or taxes. Far from it. Today, it's more about protecting ... Estate Planning

Date: 09/06/2013 Category: Estate Planning
State Death Taxes Hinge On Political Winds in Orange County, CA
Washington finally declared a truce on the death tax this year, with estates now [federally] taxed at 40% with an exemption ... Estate Planning

Date: 09/04/2013 Category: Estate Planning
“Fair Or Equal” Inheritance – It’s in the Eye of the Beholder
As much as we like to think our relationships can't be defined by money, it happens. If you are planning your estate, or have ... Estate Planning

Date: 09/04/2013 Category: Estate Planning
Capital Gains Hikes Boost Charitable Trust Appeal in Torrance, CA
The higher federal tax rates that kicked in this year have given all these variants of the four-decade-old charitable ... Estate Planning

Date: 09/03/2013 Category: Estate Planning
Planning For Retirement Funds In A Post-Nuptial Agreement
A recent court case highlights how risky it is when a married couple attempts to use a post-nuptial agreement when trying to ... Asset Protection

Date: 08/30/2013 Category: Estate Planning
When It Is Time To Return Home From The Nursing Home
Napierski says Holmes would not have gone home without this help, buoyed by money the federal government is giving states for ... Elder Law

Date: 08/29/2013 Category: General
Our Summer Place – Estate Planning For The Family Vacation Home
In an ideal world, [the vacation home], whether a modest cabin or an elaborate villa, is a symbol of a family's history, ... Estate Planning

Date: 08/28/2013 Category: Estate Planning

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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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