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 Importance of Keeping Your Estate Safe From Thieves
With identity thieves now targeting those who are recently deceased, protecting your estate from cybercrime is especially important. Our CA attorney explains.

Date: 09/19/2023 Category: Estate Planning
Estate Planning for the Parents of Children With Special Needs
An estate planning attorney can help you protect a child with special needs by ensuring that they receive support without risk to their government benefits.

Date: 09/13/2023 Category: Estate Planning
KMO Celebrates 42 Years!
A Fun Trip Down Memory Lane with Members of the Firm

Date: 09/12/2023 Category: General
Becoming a Family Caregiver for an Ailing Loved One
If you need help with long-term nursing care costs, our firm can assist you.

Date: 09/11/2023 Category: General
How No Surprises Act May Help With Unexpected Medical Bills

Date: 08/29/2023 Category: General
Eggs, Embryos, and Estate Planning
Assisted reproductive technology can afford couples an unprecedented chance to give birth, but it can also lead to unprecedented estate planning problems.

Date: 08/18/2023 Category: Estate Planning
The 10 Biggest Mistakes Successor Trustees Make
Over the last 40 years, our law firm has administered over 4,000 Living Trusts after the trustmaker has become ill, disabled or passed away. Here are mistakes..

Date: 08/16/2023 Category: Trust & Estate Administration | Estate Planning
How an Estate Plan Can Protect Your Partner
While California’s probate code privileges spouses and other close relations, it does little to accommodate unmarried couples. Our CA attorney explains.

Date: 08/08/2023 Category: Estate Planning
A Look Back at My Back and Forth Path
Attorney Peter Keon celebrates his 20th anniversary with the firm with a story about how he got here!

Date: 08/02/2023 Category: General
Using Your iPhone to Write a Will
Although an iPhone could be used to draft a will, California law does not accept iPhone wills as a legal document. Our CA attorney explains.

Date: 07/25/2023 Category: Estate Planning
Will Robotics and AI Be the Future of Elder Care?
Technological advancements in robotics and artificial intelligence may be opening the doors to new possibilities for supporting aging people.

Date: 07/24/2023 Category: General
Selecting the Right Executor for Your California Estate
Since CA probate is a time-sensitive and deadline-driven process, choosing an estate executor should never be a last-minute decision. Our CA attorney explains.

Date: 07/18/2023 Category: Estate Planning

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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.