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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California Law Now Provides Flexible Alternatives to Conservatorships
The enactment of California Assembly Bill 1663 provides families with a more flexible alternative to conventional conservatorships. Our attorneys explain.

Date: 01/05/2023 Category: Trust & Estate Administration
How to Interpret and Respond to Probate Examiner Notes
When a probate examiner reviews a petition to initiate probate, they may generate probate notes about any unresolved questions. Our CA attorneys explain.

Date: 12/26/2022 Category: Trust & Estate Administration
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!

Date: 12/13/2022 Category: Estate Planning | General
IRS: You Can Contribute More to Retirement Starting in 2023
Contact our Torrance Trust Lawyer with information about how you can now contribute more to your retirement plans in 2023!

Date: 12/12/2022 Category: Estate Planning | General
Seniors and the Benefits of Downsizing
Trust Lawyer Palos Verdes. Click here to learn what you need to know when hiring a California Trust Lawyer.

Date: 11/21/2022 Category: General
The Importance of Estate Planning for Unmarried California Couples
Since most unmarried couples are not afforded any rights to their partner’s estate, a comprehensive plan is a practical necessity. Our CA attorneys explain.

Date: 11/08/2022 Category: Estate Planning
How to Help Your Parents With Estate Planning
When 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.

Date: 11/01/2022 Category: Trust & Estate Administration
Recognizing a “Guardian Angel”
Trust Lawyer Palos Verdes

Date: 10/31/2022 Category: Estate Planning | Probate | Trust & Estate Administration
The Problem With 11th-Hour Wills
While California law has no provisions against deathbed wills, any last-minute interpretations could be contested in court. Our California attorneys explain.

Date: 10/19/2022 Category: Estate Planning
Estate Probate and the Internal Revenue Service’s Art Advisory Panel
The Art Advisory Panel for the IRS helps the federal government cross-check the claimed value of potentially valuable artwork. Our CA lawyers explain.

Date: 10/19/2022 Category: Estate Planning | Probate
How a Medi-Cal Asset Protection Trust Can Help You and Your Loved Ones
Medi-Cal Asset Protection Trust Attorney Torrance

Date: 10/17/2022 Category: Estate Planning
Financial Considerations for Family Home Caregivers in California
While home care may seem an effective alternative to assisted living facilities, the costs of care can quickly accumulate. Our CA attorneys explain.

Date: 10/09/2022 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.