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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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
Special Estate Planning Considerations When One Spouse Is a Non-U.S. Citizen
The foreign spouses of U.S. citizens are still entitled to receive inheritances, but they could be subject to additional gift and estate taxation.

Date: 06/24/2022 Category: Estate Planning
Understanding and Avoiding Escheatment
California’s escheatment laws allow the state to take your assets if you do not create a comprehensive estate plan. Learn more from our CA attorneys.

Date: 05/24/2022 Category: Probate | Estate Planning
How an IRA Charitable Rollover Could Help You
An IRA charitable rollover is an opportunity to save money on your taxes while making the world a better place. Learn more here.

Date: 05/24/2022 Category: Estate Planning
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.

Date: 05/11/2022 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.