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 10 Biggest Mistakes Successor Trustees Make
Discover the 10 biggest mistakes successor trustees make and how to avoid them, ensuring a smooth estate administration and protecting your legal responsibilities.

Date: 08/16/2023 Category: Trust & Estate Administration | Estate Planning
How an Estate Plan Can Protect Your Partner
While California’s probate code privileges spouses and other close relations, it does little to accommodate unmarried couples. Our CA attorney explains.

Date: 08/08/2023 Category: Estate Planning
A Look Back at My Back and Forth Path
Attorney Peter Keon celebrates his 20th anniversary with the firm with a story about how he got here!

Date: 08/02/2023 Category: General
Using Your iPhone to Write a Will
Although an iPhone could be used to draft a will, California law does not accept iPhone wills as a legal document. Our CA attorney explains.

Date: 07/25/2023 Category: Estate Planning
Will Robotics and AI Be the Future of Elder Care?
Technological advancements in robotics and artificial intelligence may be opening the doors to new possibilities for supporting aging people.

Date: 07/24/2023 Category: General
Selecting the Right Executor for Your California Estate
Since CA probate is a time-sensitive and deadline-driven process, choosing an estate executor should never be a last-minute decision. Our CA attorney explains.

Date: 07/18/2023 Category: Estate Planning
The Pros and Cons of Taking Out a Reverse Mortgage
Reverse mortgages can provide senior citizens and retirees with a fresh line of credit, but that benefit can come at a steep cost. Our CA attorney explains.

Date: 07/18/2023 Category: Estate Planning
One Summer in Albuquerque
Phil Kavesh's summer in Albuquerque. As I always did, I took my father’s words very seriously, as gospel, which is why his commandment surprised me.

Date: 06/30/2023 Category: General
Why You Still Need an Estate Plan, Even if You Don’t Have Heirs
Californians without close family may not believe they need an estate plan, but a plan may be the only way to prevent the state from seizing their assets.

Date: 06/22/2023 Category: Estate Planning
Finding a Home Caregiver You Can Trust
While home care is a cost-effective alternative to assisted living facilities, choosing the right caregiver can be a difficult task. Our CA attorney explains.

Date: 06/22/2023 Category: Estate Planning
What Is Respite Care? Can It Help With Caregiver Burnout?
It is easy to burn out when you are responsible for providing full-time care to an aging or disabled loved one.

Date: 06/09/2023 Category: General
Why Last-Minute Will Changes Can Spark Suspicion
Even when a deathbed will is valid under California state law, any inconsistency—no matter how minor—may expose the estate to a contest.

Date: 06/07/2023 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.