Our Estate Planning Blog

We regularly update our blog to offer crucial information on living trusts, guardianship of minor children, Medi-Cal planning, asset protection, and other California estate planning matters. Learn more about the planning process from our experienced attorneys.

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What to Consider Before Allocating Unequal Inheritances
Parents often have personal reasons to allocate unequal inheritances. However, unequal inheritances can expose an estate to bad faith challenges.
The Medical Appeals Process in California
To appeal a denied Medicare claim, you must follow a five-step process that can be difficult to navigate without assistance. Our attorneys explain.
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!
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!
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.
Recognizing a “Guardian Angel”
Trust Lawyer Palos Verdes
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.
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.
How a Medi-Cal Asset Protection Trust Can Help You and Your Loved Ones
Medi-Cal Asset Protection Trust Attorney Torrance
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.
What to Consider Before Giving an Early Inheritance
An early inheritance could help a young entrepreneur; however, it’s important to consider your future and your own retirement. Our CA attorneys explain.
The Retirement Risks of a Late-Life Divorce
Older Californians have more to lose in a divorce since even the slightest mistake could cost them a comfortable retirement. Our CA attorneys explain.

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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.