The pandemic has been difficult for many of us, including many small businesses. Sometimes it’s... [Read more...]
Using Disclaimers to Achieve Your Goals: Double Disclaimers
Disclaimers can be a good way of getting assets where you want them to go.... [Read more...]
“Last Will and Testament” Origin
Why do you have a “Last Will and Testament.” Even Estate Planning attorneys are unlikely... [Read more...]
California Gets Poor Marks for Protecting the Elderly
As the population of older Americans continues to increase, we have also experienced an increased... [Read more...]
Does California Impose an Inheritance Tax?
Along with making decisions regarding the distribution of your estate assets, your estate plan calls... [Read more...]
5 Most Important Roles in Your Estate Plan
Some of the most influential decisions you will make within your estate plan are often... [Read more...]
How Do I Prove Undue Influence in a Will Contest?
If you recently lost someone close to you, the grieving process is likely still a... [Read more...]
What Is an AB Trust?
For many people, tax avoidance is a primary estate planning goal. If you are among... [Read more...]
Preparing for the Unexpected…and the Eventual
The world is an unusual place. Things you’d never expect to happen sometimes actually do... [Read more...]
The New Trustee’s Trust Administration Checklist
Not all that long ago, trusts were used almost exclusively by wealthy families as a... [Read more...]
Joint Tenancy Problems in Estate Planning
Sometimes people use Joint Tenancy as an easy, simple way to do Estate Planning. However,... [Read more...]
Executor Checklist
The loss of a loved one is generally followed by an emotional time where you... [Read more...]
