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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California’s Long Life Expectancy Can Jeopardize Timing of Inheritances
With Americans living longer than ever before, traditional will-based estate plans can leave heirs empty-handed well into retirement. Our CA attorney explains.

Date: 05/23/2023 Category: Estate Planning
Using a 529 Plan to Reduce California Tax Obligations
A 529 plan provides an opportunity to save money for a loved one’s education while reducing an estate’s tax burden. Our CA attorney explains.

Date: 05/23/2023 Category: Estate Planning
Living Trust Mills Exploit Seniors by Selling Other Financial Services
CA living trust mill scams often target senior citizens, using estate planning as an excuse to sell expensive insurance policies and bad investment strategies.

Date: 05/10/2023 Category: Estate Planning
Retirement Myths That Could Imperil Your Estate
Retirement often costs more than most Americans expect, forcing them to siphon off estate assets to pay their basic costs of living. Our CA attorney explains.

Date: 04/27/2023 Category: Estate Planning
The Golden State’s Expectations for Trust-Related Investments
California’s Uniform Prudent Investor Rule requires trustees to make sound and reasonable investment decisions. Our CA attorney explains. Read more!

Date: 04/27/2023 Category: Trust & Estate Administration
How I Met My Kindred Spirit
You may know that I go on an annual pilgrimage to Major League Baseball spring training in Florida. I'd like to share a little history of it.

Date: 04/25/2023 Category: General
Another Estate Planning Celebrity Horror Story: Lisa Marie Presley (and Her Father, Elvis Presley)
Learn how estate planning mistakes led to legal battles in Lisa Marie & Elvis Presley's estates—and how proper planning can protect your family's future.

Date: 04/25/2023 Category: Estate Planning | Trust & Estate Administration | Probate
Why the Bankruptcy Code Falls Short on Inherited IRAs
A Supreme Court ruling found that inherited IRAs cannot be considered retirement assets and can be seized during bankruptcy proceedings. Our attorney explains.

Date: 04/16/2023 Category: General
Estate Planning Must-Do’s BEFORE You Go on Vacation
Heading on vacation? Don't forget estate planning! Discover must-do tasks to protect your family and assets before your trip. Learn more today.

Date: 03/29/2023 Category: Estate Planning | Estate Planning | Estate Planning | Estate Planning | Estate Planning | Estate Planning | Estate Planning | Estate Planning
Why Can’t My Parent Make a Last Minute Change to His or Her Estate Plan?
Why can't last-minute estate plan changes always be made? Discover legal, ethical, and practical reasons why timing matters in estate planning decisions.

Date: 03/23/2023 Category: Estate Planning | Trust & Estate Administration
The Advantages of Survivorship Insurance Policies
While survivorship insurance policies do not provide financial compensation for surviving spouses, they can complement estate planning strategies.

Date: 03/23/2023 Category: Estate Planning
Making Sense of Medi-Cal Appeals
Adverse Medicaid decisions can be devastating, but they are not final, and you have the right to file an appeal. Our CA attorneys explain.

Date: 03/23/2023 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.