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.

<1...18 19 20 21 22 23 24...111 >

Page 21
How to select a durable financial power of attorney agent
Setting up a durable financial power of attorney is a good way to eliminate concerns about how your assets will be managed if ...

Date: 12/22/2018 Category: Estate Planning
What are the advantages of having a revocable living trust?
Most California residents believe that their estate planning is finished once they execute a will. While a will is an ... Living Trusts

Date: 12/19/2018 Category: Estate Planning
How to plan your estate if you have a child with special needs
If the worst should happen to you, do you know that your child with special needs will be protected for years to come? It is ...

Date: 12/16/2018 Category: Estate Planning
The difficult topic of writing an heir out of a will
There are a number of planning issues that California residents can run into when they are preparing their wills. On one ... Estate Planning

Date: 12/04/2018 Category: Estate Planning
Federal rules ease up on estate, gift tax
California has no inheritance, estate or gift tax. In an effort to clarify and ease the federal rules regarding gift and ...

Date: 11/25/2018 Category: Estate Planning
Changes to estate plans may be necessary after divorces
The start of a new marriage is rarely the time for a young couple to take stock in their future and plan for the time when ... Estate Planning

Date: 11/20/2018 Category: Estate Planning
Avoid conflicts in the administration of an estate
Discover how to avoid conflicts in estate administration, from personal property disputes to unclear bequests, with proper planning and clear communication.

Date: 11/05/2018 Category: Trust & Estate Administration
Is a Transfer on Death Deed right for you?
For many people, their house is their largest asset. In 2016, California joined a myriad of other states in offering a ...

Date: 11/01/2018 Category: Estate Planning
Do not fall victim to common estate planning errors
Our readers know that any person can benefit from having a plan for their end-of-life estate in place. A person's estate ... Estate Planning

Date: 10/22/2018 Category: Estate Planning
What traits make for a good executor?
Learn the key traits of a good executor for your estate plan. Discover how to choose a responsible, trustworthy person to handle your final wishes effectively.

Date: 10/10/2018 Category: Trust & Estate Administration
Approach of the holidays may prompt estate planning discussions
Not all families in California have the luxury of living near each other and experiencing their loved ones' company ... Estate Planning

Date: 10/05/2018 Category: Estate Planning
Aretha Franklin left behind a great legacy, but no will.
When Aretha Franklin passed away earlier this year, the world lost one of the most iconic soul singers of our time. The Queen ...

Date: 10/05/2018 Category: Probate

<1...18 19 20 21 22 23 24...111 >

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.