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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What to Do When a Creditor Makes a Claim Against Your Loved One's Estate in California ProbateLearn what to do when a creditor makes a claim against your deceased loved one's estate in California probate, including the executor's responsibilities.
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How the Federal Estate Tax Could Complicate a California InheritanceCalifornia doesn’t levy its own estate tax, but certain high-value legacies could be subject to federal taxation. Our estate administration lawyers explain.
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How Directed Trusts Help California Families Preserve and Protect Complex InterestsThe recent enactment of CA’s Uniform Directed Trust Act provides for the formation of directed trusts, letting families exert more control over complex assets.
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The Advantages and Limitations of Totten Trust AccountsTotten trusts make it easy to transfer cash accounts outside of probate; however, they suffer from significant disadvantages. Our CA attorney explains.
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529 Plans: Take Advantage of Secure 2.0 ChangesThe recent passage of the Secure 2.0 Act makes it easier than ever for 529 plan savers to roll unused funds into a Roth individual retirement account.
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Four Reasons to Avoid AI Estate Planning ToolsArtificial intelligence programs could help you write a will for free, but the risks of relying on imperfect technology could outweigh the rewards.
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What Women Need to Know About Estate PlanningEstate planning is a matter of practical necessity for married women and young professionals to protect their assets and preserve their independence.
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Protecting Your Family’s Financial Future From UncertaintyMaking an estate plan is often the only way for California veterans to ensure that their families and their finances remain safe from the threat of intestacy.
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Estate Planning in Your 60s: It’s Never Too Late to Get StartedIt’s never too late to start estate planning, but adults in their 60s and 70s have to be more proactive than those who are younger. Our CA attorney explains.
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Estate Planning in Your 30s: It’s Not Too EarlyWhile estate planning is rarely even a consideration for young adults, even a rudimentary plan can help families protect themselves from life’s uncertainties.
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Estate Planning for Military FamiliesMilitary estate plans do not always differ in detail from those of their civilian counterparts, but they must often accommodate urgent concerns.
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How Court Procedures Can Impact the Inheritance of a Child Born to Unmarried ParentsCalifornia parents need an estate plan that expresses their decisions about the inheritance rights of an illegitimate child. Our CA attorney explains.
