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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Are You a Family Caregiver? New Bill Seeks to Lower Costs
A recently proposed bill called the Lowering Costs for Caregivers Act of 2023 is the result of a bipartisan effort to lessen the costs of family caregiving.

Date: 01/15/2024 Category: General
2024 Estate and Gift Tax Updates

Date: 01/12/2024 Category: Estate Planning
Seniors and Anti-Obesity Medication
Weighing the advantages and disadvantages of anti-obesity drugs for seniors

Date: 01/12/2024 Category: General
Finding a Life Insurance Policy That Wasn’t Listed in a Will or Trust
Finding a lost life insurance policy can be difficult, but putting in the effort could provide an unexpected windfall. Read the blog for more info!

Date: 01/03/2024 Category: Trust & Estate Administration
The Advantages and Disadvantages of a Springing Power of Attorney
Although the springing power of attorney offers a simple solution to concerns about abuse of fiduciary power, it suffers from significant limitations.

Date: 01/03/2024 Category: Estate Planning
“Oh No! I Can’t Access My Bank Accounts!!” - A Cautionary Tale
Imagine this. Your bank suddenly, without warning, closes all of your accounts, then sends you checks for the balances in the mail—without any explanation!

Date: 12/26/2023 Category: General
10 Ways to Maximize Your Social Security Retirement Benefits

Date: 12/20/2023 Category: General
Estate Planning for Same-Sex Couples in California
In CA, same-sex couples have the same estate planning rights as their heterosexual counterparts. Our attorney explains how to ensure your estate’s safety.

Date: 11/29/2023 Category: Estate Planning
Power of Attorney: Should Yours “Spring” or be Effective Immediately?
The springing power of attorney could seem like an ideal way to prevent abuse, but it has significant downsides that can make enforcement difficult.

Date: 11/21/2023 Category: Estate Planning
How Your Estate Plan Can Help Prevent Estate Squabbles
Siblings often fight over inheritances. But, these disagreements can be curbed through careful estate planning strategies. Our CA attorney explains.

Date: 11/14/2023 Category: Estate Planning
Favorite Holiday Memories & Family Traditions
The holidays are typically a time when family and friends gather. Some personal stories by members of our law firm team...

Date: 11/08/2023 Category: General
What Will Your 2024 Social Security Benefits Look Like?
In 2023, recipients of Social Security benefits saw the biggest increase in decades in their monthly checks.

Date: 11/07/2023 Category: General

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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.