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 New Year's Day budget agreement to avoid the fiscal cliff includes two key measures that could be critical to people ... Estate Tax

Date: 01/14/2013 Category: Estate Planning
Fiscal Cliff Deal Revives the Ever Popular Energy Tax Credit
If your home needs sprucing up, there's a catch-all $500 tax credit in the fiscal cliff deal that could help blunt the cost ... Estate Planning

Date: 01/11/2013 Category: Estate Planning
Some Surprising “Winners” in Fiscal Cliff Deal
... On the whole, small businesses fared pretty well in this fiscal cliff deal. They say a true compromise is when everyone ... Fiscal Cliff

Date: 01/10/2013 Category: Estate Planning
Fiscal Cliff Deal Expands Roth 401(k) Conversion Eligibility
"This is a big deal," says Alison Borland, vice president of retirement solutions and strategies for Aon Hewitt. ... Estate Planning

Date: 01/09/2013 Category: Estate Planning
Fiscal Cliff Deal Opens Door to Last-Minute Charitable Contributions
Act fast: the fiscal cliff deal has a special tax break for cash donated by seniors to charity in Jan. 2013. If you are past ... Charitable Gifting

Date: 01/08/2013 Category: Estate Planning
Federal Estate and Gift Taxes Finally Settled with Fiscal Cliff Deal in Los Angeles California
Mostly what Congress did in this arena was to make permanent the (estate tax) system that has been in effect for the past ... Estate Planning

Date: 01/07/2013 Category: Estate Planning
Does Anyone Know How the Affordable Care Act Will Affect Medicare?
As pundits and politicians continue to discuss the deficit, misinformation and confusion about Medicare and the Affordable ... Medicare

Date: 01/04/2013 Category: Estate Planning
The IRS’s Untimely Vacation From Issuing Tax Identification Numbers
Estate planners scurrying to set up trusts on behalf of wealthy clients and fund them with tax-free gifts before the end of ... Estate Planning

Date: 01/02/2013 Category: Estate Planning
Keeping Up With The Joneses …By Comparing Retirement Savings??
Study results showed that nearly two-out-of-ten people already in retirement still want to "keep up with the ... Retirement Planning

Date: 01/01/2013 Category: Estate Planning
Los Angeles California To Give or Not to Give
Discussions of the looming fiscal cliff have paid scant attention to estate and gift taxes. But wealthy people might do well ... Fiscal Cliff

Date: 12/24/2012 Category: Estate Planning
A New Game to Help with Charitable Giving in Torrance California
Each year at this time, out of some combination of generosity and procrastination, millions of Americans rush to make ... Charitable Gifting

Date: 12/20/2012 Category: Estate Planning
Retirement Planning: Five Mistakes to Avoid in Los Angeles County
There's no one-size-fits-all when it comes to saving the right amount for your golden years -- which is part of what makes ... Retirement Planning

Date: 12/19/2012 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.
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