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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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
Majority of Adult Children Cannot Support Boomer Parents
A survey recently determined that majority of adult children cannot support their Boomer parents. So, what can you do to help begin the planning now?

Date: 03/14/2023 Category: Estate Planning | General
A Pour-Over Will Could Protect Your Non-Trust Assets From Probate
A pour-over will could reduce estate-related uncertainty by ensuring that your remaining assets are transferred straight to an established trust.

Date: 03/07/2023 Category: Estate Planning
The Parent Care Conversation
One of the hardest things for aging parents and their adult children to do is sit down and have a frank discussion about the future.

Date: 02/27/2023 Category: General
A Funny Thing Happened on the Way To... (Some of My Craziest Seminar Stories from Over the Years)
One of my favorite things in life and throughout my career has been presenting educational seminars on estate planning. What you may not know, however, are...

Date: 02/27/2023 Category: Estate Planning
Home Sweet Home: Deciding to Downsize or Keep Your Home in Retirement
Our California estate planning lawyers discuss the reasons you may want to keep or sell your home when you retire. Learn what’s right for you.

Date: 02/10/2023 Category: Estate Planning
What to Consider Before Allocating Unequal Inheritances
Parents often have personal reasons to allocate unequal inheritances. However, unequal inheritances can expose an estate to bad faith challenges.

Date: 02/04/2023 Category: Estate Planning
5 Reasons for Seniors to Celebrate in 2023
With the new year upon us, there are some silver linings—in particular for seniors. Here are five reasons for seniors to celebrate in 2023!

Date: 01/27/2023 Category: General
Barbara Walters Interviewed Me!
By Attorney Philip Kavesh. When I heard of the recent passing of internationally renowned journalist and TV celebrity, Barbara Walters, a stream of memories...

Date: 01/26/2023 Category: General
Your Child’s Financial Aid Opportunities Could Be Jeopardized by Your Inheritance
The Free Application for Federal Student Aid typically considers parents’ income, so a sizeable inheritance could jeopardize a student applicant’s eligibility.

Date: 01/11/2023 Category: Trust & Estate Administration
California Law Now Provides Flexible Alternatives to Conservatorships
The enactment of California Assembly Bill 1663 provides families with a more flexible alternative to conventional conservatorships. Our attorneys explain.

Date: 01/05/2023 Category: Trust & Estate Administration
How to Interpret and Respond to Probate Examiner Notes
When a probate examiner reviews a petition to initiate probate, they may generate probate notes about any unresolved questions. Our CA attorneys explain.

Date: 12/26/2022 Category: Probate

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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.