In Part 1 of this blog, we examined the benefits of creating an Estate Plan... [Read more...]
Estate Planning: There’s Something Here for Everyone – Part I
Despite knowing that they should have an estate plan, many individuals give excuses for failing... [Read more...]
Sharing Your Estate Plan With Family
When it comes to estate planning, you have a choice to make during the process.... [Read more...]
Proper Estate Planning Brings Peace of Mind During a Disaster
California is no stranger to natural calamaties. From wild fires, like the recent inferno in... [Read more...]
Estate Planning and Baseball
Every state that recognizes trusts as legal entities, such as California, imposes fiduciary duties upon... [Read more...]
Are Irrevocable Trusts Really Irrevocable? – Part III
In this third and final installment in the series, we review the use of a... [Read more...]
Are Irrevocable Trusts Really Irrevocable? – Part II
In this second installment concerning modification options for irrevocable trusts, we examine decanting. In the... [Read more...]
Are Irrevocable Trusts Really Irrevocable? – Part I
For many years Estate Planning attorneys touted irrevocable trusts as an immutable way to set... [Read more...]
Estate Planning Mistakes to Avoid if You Want a Secure Legacy
If leaving a legacy for loved ones matters to you, it's important that you avoid... [Read more...]
What the Trump Administration Could Mean for Your Estate Plan
Any time a new administration takes the Oval Office, clients call upon Estate Planning attorneys... [Read more...]
The Seedier Side of the Holiday Season
Scammers will use any leverage possible to separate you from your money. This includes preying... [Read more...]
Don’t Be a Turkey – Take Advantage of Your Annual Per Donee Exclusion Amount
The holidays are a great time to review the past year and make plans for... [Read more...]
