Our Estate Planning & Probate Blog

When it comes to estate planning, a little information can go a long way. In our blog, our legal team explores common problems we see when reviewing estate plans, as well as tips you can put into practice immediately to protect your future.

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Why Some Spouses Need Their Own Estate Planning Attorney While most married couples in California choose to use the same estate planning lawyer, some partners should consider having their own attorneys. Learn more here.

Date: 05/11/2022 Category: Estate Planning
Estate Planning Must-Do’s BEFORE You Go on Vacation Estate Planning Checklist

Date: 05/10/2022 Category: Estate Planning
Claiming Social Security Benefits at Age 70 Probate Attorney Torrance

Date: 05/10/2022 Category: General
How a 529 Account Can Complement Your Estate Plan Well-timed 529 contributions could help your family avoid estate taxes and federal gift penalties. Learn more here.

Date: 04/26/2022 Category: Estate Planning
How an ESOP Could Help You Meet Your Retirement Goals An ESOP could provide an ideal route to retirement for business owners who want to empower their employees while keeping control of their company. Learn more here.

Date: 04/26/2022 Category: Estate Planning
“What Are My Rights as a Beneficiary?” Torrance Probate Attorneys Living Trust Lawyers

Date: 04/25/2022 Category: Trust & Estate Administration | Estate Planning | Probate
What to Know If You Inherit an IRA Individual retirement accounts can provide substantial benefits, but they are subject to many complex rules when they are inherited. Learn more here.

Date: 04/05/2022 Category: Estate Planning
Home Health Aid Costs See the Sharpest Increase in Annual Long-Term Care Survey Long-Term Care Torrance California Estate Planning Attorney Phil Kavesh discusses the rising cost of home health care in California. Click here to learn more.

Date: 04/01/2022 Category: General
NFA Gun Trusts in California A gun trust can be a low-risk way to pass on NFA firearms to family members and other potential heirs. Learn more here.

Date: 03/22/2022 Category: Estate Planning
Spring Cleaning Therapy (for You and Your Whole Family!) Torrance Probate Attorneys

Date: 03/16/2022 Category: Trust & Estate Administration | Probate | General
When a Social Security Recipient Dies, Survivors May Be Eligible for Benefits Torrance Probate Attorney

Date: 03/07/2022 Category: Trust & Estate Administration | Probate
Can Cataract Surgery Reduce Your Risk for Developing Dementia? Torrance Probate. Living Trust and Will Attorney in Torrance.

Date: 02/25/2022 Category: General

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Overall, a very pleasant and efficient experience. Peter was excellent! John R.

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Extremely courteous. We also had questions, in which we received answers. Dennis F.

Well organized and able to answer all questions to my satisfaction. Brian B.

Being contacted by Jackie and having the opportunity to speak with Mr. Keon last week was beneficial. I was pleased to be able to make contact with you and get some follow up detail on the questions I had. Many Thanks to Mr. Keon Karen O.

When You Want the Very Best for Your Loved Ones, Choose Us.

Experience and Expertise. Estate planning and post-death administration are all we do. Our attorneys have over 70 years of combined expertise in the field, and three of our attorneys have passed an additional Bar examination and peer review process to become State Bar Certified Specialists in Estate Planning, Trust and Probate Law. Two of our attorneys also have Master’s Degrees in Tax Law, giving us unique insight into how estate tax and income tax will affect your family’s inheritance.
Customization and Attention to Detail. Before we create or update your estate plan, we get to know you, your goals, and what matters to you most. We take the time to listen to your concerns and attend to each of your unique needs and desires as if they were our own. When we complete your plan, we perform a detailed quality control process to help ensure your objectives are met. We also provide you with a personalized Owner’s Manual containing all of your important documents, and your Successor Trustee with a Manual containing helpful, plain-English checklists and easy-to-follow procedures.
Lifetime Relationship. All of our estate plans include a free ongoing service package. We take phone calls any time you have questions, perform free estate planning checkups every three years, and keep you abreast of changes in the law and planning strategies with our complimentary newsletters and educational seminars. And, when the time comes, we will be there to help your trustee and loved ones.