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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Home Sweet Home: Deciding to Downsize or Keep Your Home in RetirementOur California estate planning lawyers discuss the reasons you may want to keep or sell your home when you retire. Learn what’s right for you.
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What to Consider Before Allocating Unequal InheritancesParents often have personal reasons to allocate unequal inheritances. However, unequal inheritances can expose an estate to bad faith challenges.
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5 Reasons for Seniors to Celebrate in 2023With the new year upon us, there are some silver linings—in particular for seniors. Here are five reasons for seniors to celebrate in 2023!
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Barbara Walters Interviewed Me!By Attorney Philip Kavesh. When I heard of the recent passing of internationally renowned journalist and TV celebrity, Barbara Walters, a stream of memories...
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Your Child’s Financial Aid Opportunities Could Be Jeopardized by Your InheritanceThe Free Application for Federal Student Aid typically considers parents’ income, so a sizeable inheritance could jeopardize a student applicant’s eligibility.
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California Law Now Provides Flexible Alternatives to ConservatorshipsThe enactment of California Assembly Bill 1663 provides families with a more flexible alternative to conventional conservatorships. Our attorneys explain.
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How to Interpret and Respond to Probate Examiner NotesWhen a probate examiner reviews a petition to initiate probate, they may generate probate notes about any unresolved questions. Our CA attorneys explain.
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Would You Like to Downsize Your Home and Increase Your Retirement Income Without Paying Any Capital Gains Taxes?If you ever wanted to sell your home, but felt like you couldn't because of capital gains taxes, then be sure to consider getting a Capital Gains Bypass Trust!
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IRS: You Can Contribute More to Retirement Starting in 2023Contact our Torrance Trust Lawyer with information about how you can now contribute more to your retirement plans in 2023!
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Seniors and the Benefits of DownsizingTrust Lawyer Palos Verdes. Click here to learn what you need to know when hiring a California Trust Lawyer.
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The Importance of Estate Planning for Unmarried California CouplesSince most unmarried couples are not afforded any rights to their partner’s estate, a comprehensive plan is a practical necessity. Our CA attorneys explain.
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How to Help Your Parents With Estate PlanningWhen seniors can no longer manage their money, their children might have to intervene. Our CA attorneys explain how to help older parents with estate planning.