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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Using a 529 Plan to Reduce California Tax ObligationsA 529 plan provides an opportunity to save money for a loved one’s education while reducing an estate’s tax burden. Our CA attorney explains.
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Living Trust Mills Exploit Seniors by Selling Other Financial ServicesCA living trust mill scams often target senior citizens, using estate planning as an excuse to sell expensive insurance policies and bad investment strategies.
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Retirement Myths That Could Imperil Your EstateRetirement often costs more than most Americans expect, forcing them to siphon off estate assets to pay their basic costs of living. Our CA attorney explains.
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Another Estate Planning Celebrity Horror Story: Lisa Marie Presley (and Her Father, Elvis Presley)Like many other celebrities, Lisa Marie’s estate is now unfolding much like a dramatic soap opera...
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Estate Planning Must-Do’s BEFORE You Go on VacationEstate Planning Checklist
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Why Can’t My Parent Make a Last Minute Change to His or Her Estate Plan?Procrastination is a real issue when it comes to estate planning, but for those trying to set up or update their estate plans while on their deathbed...
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The Advantages of Survivorship Insurance PoliciesWhile survivorship insurance policies do not provide financial compensation for surviving spouses, they can complement estate planning strategies.
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Making Sense of Medi-Cal AppealsAdverse Medicaid decisions can be devastating, but they are not final, and you have the right to file an appeal. Our CA attorneys explain.
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Majority of Adult Children Cannot Support Boomer ParentsA survey recently determined that majority of adult children cannot support their Boomer parents. So, what can you do to help begin the planning now?
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A Pour-Over Will Could Protect Your Non-Trust Assets From ProbateA pour-over will could reduce estate-related uncertainty by ensuring that your remaining assets are transferred straight to an established trust.
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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...
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Home Sweet Home: Deciding to Downsize or Keep Your Home in RetirementOur 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.