Do You Need to Speak With an Estate Planning Attorney?
If you need to speak with an experienced estate planning lawyer, please contact us online or call us directly at 800.756.5596 to first register for one of our free, informative seminars. Your attendance will qualify you for a special discount for our estate planning services should you decide to make a free appointment at the conclusion of the seminar and choose to proceed with us. We proudly serve clients throughout California with offices in Torrance, Newport Beach, Orange, Woodland Hills and Pasadena.
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USA TODAY: Most Americans Don’t Understand the Time and Expense of Probate
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Increases In Lawsuits Brings Light to Asset Protection Concerns (Your Living Trust is NOT Enough!)A common misconception about Living Trusts is that they provide asset protection for the Trustmaker. This is false.
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Jay Leno Granted Conservatorship Over His WifeJay Leno, former host of The Tonight Show, filed a petition in January of this year for conservatorship over his wife, Mavis’ estate and it was recently granted
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The Beach Boys’ Brian Wilson Placed Under Conservatorship Due to Mental DeclineThe Beach Boys' Brian Wilson was recently placed under a court-appointed conservatorship. Find out how this could have been completely avoided.
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When Was the Last Time You Checked Your Beneficiary Designations?There are certain assets you may have where you completed a form called a BDF that need to be reviewed!
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2024 Estate and Gift Tax Updates
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The Advantages and Disadvantages of a Springing Power of AttorneyAlthough the springing power of attorney offers a simple solution to concerns about abuse of fiduciary power, it suffers from significant limitations.
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Estate Planning for Same-Sex Couples in CaliforniaIn CA, same-sex couples have the same estate planning rights as their heterosexual counterparts. Our attorney explains how to ensure your estate’s safety.
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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.
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How Your Estate Plan Can Help Prevent Estate SquabblesSiblings often fight over inheritances. But, these disagreements can be curbed through careful estate planning strategies. Our CA attorney explains.
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Your Options for Using an Inherited Roth IRAThe rules of inherited Roth IRAs depend on the heir’s relationship with the original owner. Sometimes, late withdrawals could trigger massive tax penalties.
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Using Your Estate Plan to Avoid ComplicationsThe death of a spouse can be life-altering and emotionally devastating, but survivors must eventually revise their estate plans to protect their independence.
