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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Beware of These Ongoing Scams! (And Tips on How to Avoid Falling Victim to Them) Beware of these latest scams and find out some of the best tips to avoid becoming the next victim of fraud.

Date: 11/16/2020 Category: General
Lots to Be Thankful for in 2020 Lots to Be Thankful for in 2020 - November 2020 Newsletter 2020 has been an extremely difficult year for EVERYONE. Especially for those who have lost loved ones due to the pandemic, to those who have lost their jobs, who have faced the challenges of stay-at-home living, working and distance learning for their kids, and all of us who could not escape the heated media coverage and personal conversations around politics, elections, racism, and civil unrest.

Date: 11/01/2020 Category: General
Understanding your role as a trustee Perhaps a friend or loved one had enough confidence in you to name you as a trustee in his or her living trust. You may know ...

Date: 05/01/2020 Category: Trust & Estate Administration
Kids Aged 18 to 26 Are Such a Problem! (Just not in the way you may think) by Attorney, Philip Kavesh Once a child (or grandchild) reaches age 18, in California and many other states he or she is ... Emergency Protection Plan

Date: 04/23/2020 Category: Estate Planning
What In The World Is Happening? We have invited Harvard educated economist, Dryden Pence - - who regularly on TV at Fox Business News, CNBC, and Bloomberg ... COVID-19

Date: 04/23/2020 Category: General
New “SECURE” Act Makes Your IRAs Less Secure! (SECOND WARNING!) IRA OWNERS BEWARE New SECURE Act Makes Your IRAs Less Secure! If you have IRAs that in total including ... IRA Inheritance Trust

Date: 04/22/2020 Category: Estate Planning
All Estate Plans Are NOT Created Equal! Estate planning is something that we see a lot of people put off until later. It's something that can sometimes be difficult ... Estate Attorney

Date: 04/16/2020 Category: Estate Planning
Beware of COVID-19 Scams The stories of scams happening to people, particularly to seniors, is certainly not new. However, amidst this coronavirus ... Elder Abuse

Date: 04/15/2020 Category: General
The IRS Has Extended Deadlines in Continued COVID-19 Relief In an effort to help taxpayers amidst the COVID-19 crisis, the Department of Treasury and the Internal Revenue Service ... Taxes

Date: 04/14/2020 Category: General
Instead of Stocking Up on Toilet Paper, You Really Should Be Doing THIS Right Now! If you (or your spouse, together) have IRAs totaling over $150,000, read on... Your IRAs Are Ticking Tax Time Bombs! The ... IRA

Date: 03/29/2020 Category: Estate Planning
Answers to the Common Questions We’re Now Getting from Clients We recently sent you an e-mail regarding the current status of our office and our services. However, we still received a lot ... Current Events

Date: 03/27/2020 Category: Estate Planning
When It Comes To Dividing Your Estate Between Your Children (or Other Beneficiaries), What’s Really “Fair”? By Philip Kavesh, Attorney "That's not fair!" What parent of youngsters hasn't heard that countless times? It's a ... Beneficiaries

Date: 02/25/2020 Category: Estate Planning

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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.