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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The Pros and Cons of Taking Out a Reverse Mortgage
Reverse mortgages can provide senior citizens and retirees with a fresh line of credit, but that benefit can come at a steep cost. Our CA attorney explains.

Date: 07/18/2023 Category: Estate Planning
One Summer in Albuquerque
Phil Kavesh's summer in Albuquerque. As I always did, I took my father’s words very seriously, as gospel, which is why his commandment surprised me.

Date: 06/30/2023 Category: General
Why You Still Need an Estate Plan, Even if You Don’t Have Heirs
Californians without close family may not believe they need an estate plan, but a plan may be the only way to prevent the state from seizing their assets.

Date: 06/22/2023 Category: Estate Planning
Finding a Home Caregiver You Can Trust
While home care is a cost-effective alternative to assisted living facilities, choosing the right caregiver can be a difficult task. Our CA attorney explains.

Date: 06/22/2023 Category: Estate Planning
What Is Respite Care? Can It Help With Caregiver Burnout?
It is easy to burn out when you are responsible for providing full-time care to an aging or disabled loved one.

Date: 06/09/2023 Category: General
Why Last-Minute Will Changes Can Spark Suspicion
Even when a deathbed will is valid under California state law, any inconsistency—no matter how minor—may expose the estate to a contest.

Date: 06/07/2023 Category: Estate Planning
Is "Aging in Place" Right for Me?
Most older adults want to remain in their homes and communities as they age rather than move into assisted living facilities or nursing homes.

Date: 05/25/2023 Category: Estate Planning | General
California’s Long Life Expectancy Can Jeopardize Timing of Inheritances
With Americans living longer than ever before, traditional will-based estate plans can leave heirs empty-handed well into retirement. Our CA attorney explains.

Date: 05/23/2023 Category: Estate Planning
Using a 529 Plan to Reduce California Tax Obligations
A 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.

Date: 05/23/2023 Category: Estate Planning
Living Trust Mills Exploit Seniors by Selling Other Financial Services
CA living trust mill scams often target senior citizens, using estate planning as an excuse to sell expensive insurance policies and bad investment strategies.

Date: 05/10/2023 Category: Estate Planning
Retirement Myths That Could Imperil Your Estate
Retirement 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.

Date: 04/27/2023 Category: Estate Planning
The Golden State’s Expectations for Trust-Related Investments
California’s Uniform Prudent Investor Rule requires trustees to make sound and reasonable investment decisions. Our CA attorney explains.

Date: 04/27/2023 Category: Trust & Estate Administration

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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.