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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Another Celebrity Horror Story in the Making: Lessons from Anne Heche’s Estate Anne Heche Estate Planning

Date: 09/16/2022 Category: Estate Planning | Trust & Estate Administration | Probate
2022 National Estate Planning Awareness Week 2022 National Estate Planning Awareness Week - October 17-23

Date: 09/16/2022 Category: Estate Planning | Trust & Estate Administration | Probate
My Personal Experience with an Aging Parent and Alzheimer’s Torrance Probate Lawyer

Date: 08/29/2022 Category: General
How to Revoke or Alter an Irrevocable Trust in California While irrevocable trusts are not designed to be changed, California law does allow amendments under certain circumstances. Our attorneys explain.

Date: 08/24/2022 Category: Estate Planning
Mistakes to Avoid With Payable on Death Accounts Payable on death accounts can help beneficiaries avoid probate, but only if those accounts are part of a more holistic estate plan. Our CA attorneys explain.

Date: 08/09/2022 Category: Estate Planning
The Importance of Vetting a Charity Before Donating Due diligence is important, even when donating to charity. Not every non-profit uses its donations with integrity. Our CA attorneys explain.

Date: 08/04/2022 Category: Estate Planning
How Long-Term Care Insurance Can Help You Weather the Unexpected Long-term care insurance can help protect California residents in the event they are ever incapacitated by an accident or injury. Our attorneys explain.

Date: 08/04/2022 Category: Estate Planning
Keep Your Emergency Contacts and Medical Information Updated for First Responders (and Don’t Forget, “What’s in Your Wallet?”) Trust Attorney Torrance

Date: 07/25/2022 Category: General
What Happens When You Become Disabled? Trust Lawyer Torrance

Date: 07/25/2022 Category: Estate Planning | Trust & Estate Administration | Probate
A CA Estate Plan Is Not Just for the Wealthy A CA estate plan is about much more than money. A simple will, for instance, could help protect your assets and safeguard your health, too.

Date: 07/07/2022 Category: Estate Planning
Checklist for Detecting and Dealing with Elder Financial Abuse Elder Abuse Torrance

Date: 06/29/2022 Category: General
Hot Fun in the Summertime Trust Lawyer Torrance

Date: 06/29/2022 Category: General

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

We had a nice phone conversation. Norman N.

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.