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.
- Page 1
-
Why Bruce Willis's Family Moved Him into a Separate HomeWhen Bruce Willis was diagnosed with frontotemporal dementia (FTD) in 2023 after a 2022 diagnosis of aphasia, his family faced the need to reassess
-
Don’t Make These Costly IRA Mistakes!The lead article of our newsletter often involves a personal story of interest by one of our attorneys or staff.
-
Where Seniors Can Save: Retailers Offering DiscountsFinding ways to save money is always welcome — and for older shoppers, some retailers make it even easier with exclusive senior discounts.
-
Everything California Families Should Know About Trump AccountsLearn how Trump accounts work, who qualifies, and how they compare to 529s and UTMAs in California estate planning for children and grandchildren.
-
How the One Big Beautiful Bill Act Will Change Estate and Gift Tax LawsExplore estate tax changes and gift tax changes under the One Big Beautiful Bill Act, including exemption updates and what Californians need to know.
-
Wasting Away (an Estate) in MargaritavilleJimmy Buffett, best known for his iconic tropical rock hit Margaritaville, passed away from cancer in June 2023 at the age of 76.
-
How Seniors Can Use Uber for Safe, Convenient TransportationAs we age, getting around can become more challenging—especially for those who no longer drive.
-
When Halloween was Serious BusinessBy mid October of each year, the luster of the first day of school had worn off, the slow daily grind of school work had set in and no days off were in...
-
An Executor’s Guide to Handling Firearms in an EstateLearn how executors should handle estate firearms in California, including legal requirements, transfers, and compliance with state law.
-
Celebrity Estate Lessons: Heath Ledger and Chadwick BosemanWhen we think of celebrities, we often imagine red carpets, movie premiers, and glamorous lifestyles – not probate court battles.
-
“Oh, No! Where’s My Social Security Check?”Starting September 30, 2025, the Social Security Administration (SSA) will stop issuing paper checks for benefits payments.
-
Choosing a Professional Trustee: What You Need to KnowLearn when choosing a professional trustee makes sense. Ensure unbiased, skilled management of your trust to protect your assets, legacy, and family harmony
