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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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
Can you prevent someone from benefitting from your estate?
One of the main reasons that California residents choose to create their own personal estate plans is to take control over ... Estate Planning

Date: 09/26/2018 Category: Estate Planning
How will probate affect my family?
No one enjoys thinking about what will happen in the event they pass away. Death can be a scary thought and it's emotionally ...

Date: 09/21/2018 Category: Probate
Different types of trusts serve different estate planning needs
A trust is an important estate planning tool that California residents may use to protect their assets and wealth and ... Estate Planning

Date: 09/10/2018 Category: Estate Planning
3 Common Mistakes That May Delay the Probate Process
Creating a will is an important step in planning for the future of your estate and family after you're gone. A well-crafted, ...

Date: 09/09/2018 Category: Probate
What’s In a Name? A Lot, When It Concerns Account Titles
Having an adult child added as an owner of bank account is a fairly common occurrence that allows both elderly parent and ... Estate Planning

Date: 09/08/2018 Category: Estate Planning
What can be accomplished with a living will?
There is no question that making major decisions about one's own health can be difficult and can require a significant amount ... Estate Planning

Date: 08/28/2018 Category: Estate Planning
Estate planning attorneys provide peace of mind
Although the conversation may prove difficult, preparing your assets for your loved ones before your death constitutes a ...

Date: 08/16/2018 Category: Estate Planning
How to protect your child’s inheritance from divorce
Almost half of all married couples end up divorced in America. Parents hope that their children will not face the financial ...

Date: 08/15/2018 Category: Estate Planning
What is a revocable living trust?
A living trust is given the designation of "living" because it is created while the trust creator is alive. Living ... Living Trusts

Date: 07/27/2018 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.
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.