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.

<1...17 18 19 20 21 22 23...112 >

Page 20
The biggest mistakes you could make as an executor
Discover the biggest mistakes executors make, from hiring the wrong professionals to personal liability risks, and learn how to avoid them for a...

Date: 05/11/2019 Category: Trust & Estate Administration
Estate plans should involve more than just wills and trusts
Another week has passed and another Hollywood figure has lost his life to an unexpected medical emergency. Director John ... Estate Planning

Date: 05/09/2019 Category: Estate Planning
It takes more than a deed to put real property into your trust
One of the primary purposes for many trusts is to keep real property from going through probate. This keeps the beneficiaries ...

Date: 05/04/2019 Category: Estate Planning
5 Reasons You May Need to Get Your Living Trust Reviewed
Discover 5 key reasons to review your Living Trust: asset titling, beneficiaries, trustee suitability, legal changes, and new estate planning techniques.

Date: 05/04/2019 Category: Trust & Estate Administration
What’s the Difference Between a Will and a Living Trust?
You have worked hard throughout your life to accumulate the assets that you have during your lifetime, so it's only natural ... Living Trusts

Date: 05/04/2019 Category: Estate Planning
Will You Miss My Bitcoins (Or Other Online Assets) When I’m Gone?
How to act now to secure and preserve your digital assets Courtesy of NextAvenue By Mark Ray (edited by Kavesh, Minor & ... Digital Accounts

Date: 05/01/2019 Category: Estate Planning
Would You Like to Pay MORE Income Taxes?
By Philip Kavesh, Attorney You're probably thinking, "Of course not!" However, sadly, you may in fact be paying ... Taxes

Date: 05/01/2019 Category: Estate Planning
Supreme Court undertakes review of trust taxation case
The laws surrounding estate planning can be complex and are ever-changing. One of the ways that the laws that affect ... Estate Planning

Date: 04/25/2019 Category: Trust & Estate Administration
Choosing the right people to make your estate decisions
Selecting the right people for your estate plan ensures your wishes are honored. Learn tips for choosing responsible agents, executors, and trustees effectively

Date: 04/20/2019 Category: Trust & Estate Administration
The Role of an Estate Administrator
Discover the essentials of estate administration in California, including selecting a reliable estate administrator to ensure your estate plan is properly...

Date: 04/18/2019 Category: Trust & Estate Administration
What are the benefits of living trusts?
It is often the case that California residents put off making their estate plans because they think the process will be too ... Living Trusts

Date: 03/25/2019 Category: Estate Planning
Is the reward worth the risk with a DIY estate plan?
Online do-it-yourself (DIY) estate planning forms are growing in popularity. Although these forms may work for some people, ...

Date: 03/14/2019 Category: Estate Planning

<1...17 18 19 20 21 22 23...112 >

When You Want the 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 and all 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 and provide your successor Trustee with a Manual containing helpful, plain-English checklists and easy-to-follow procedures to follow when the time comes to act.
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.