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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Valuations Matter – Making Your Gifts Count
Make no mistake: the IRS has been cracking down on charitable contributions. It's not that they don't want you out there ... Charitable Gifting

Date: 02/21/2013 Category: Estate Planning
Elderly Parents – Blended Family Challenges
"It gets really blurry. Who's going to do what?" Grown children [of parents who remarry late in life] don't have ... Blended Family

Date: 02/20/2013 Category: Estate Planning
The Beauty and the Beast of the Estate Tax Rules
With the passage of the American Tax Relief Act of 2012 (ATRA), Congress finally made the estate tax rules permanent. We ... Estate Planning

Date: 02/14/2013 Category: Estate Planning
When Charitable Giving Goes Global
Increasingly, global-minded philanthropists want to support causes overseas, triggering unique legal and tax challenges. ... Business

Date: 01/31/2013 Category: Estate Planning
Health Care Costs – Location, Location, Location
It's no secret that the tab for health care in America is soaring. But did you know that what you pay for health care ... Estate Planning

Date: 01/30/2013 Category: Estate Planning
Fiscal Cliff Falls on the Charitable “Rich”
There is much confusion and misinformation about the impact of the "fiscal cliff" tax law on charitable giving. ... Charitable Gifting

Date: 01/28/2013 Category: Estate Planning
Charitable Giving Slows for Uberwealthy
America's billionaires gave less in 2012 than in 2011, a new Chronicle tally shows. Well in the wake of confetti and ... Fiscal Cliff

Date: 01/18/2013 Category: Estate Planning
Testing Trustee Temperament
Explore the importance of trustee temperament in trust management. Learn how trustee mindsets impact decisions and why selecting the right trustee is crucial.

Date: 01/17/2013 Category: Trust & Estate Administration
IRA Charitable Rollover – A Powerful Win-Win in Los Angeles California
As part of the "fiscal cliff" deal, Congress has resurrected a popular tax-law provision, known as the "IRA ... Charitable Gifting

Date: 01/15/2013 Category: Estate Planning
Search for a Long-Term Care Solution
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

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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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