Do You Need to Speak With an Estate Planning Attorney?
If you need to speak with an experienced estate planning lawyer, please contact us online or call us directly at 800.756.5596 to first register for one of our free, informative seminars. Your attendance will qualify you for a special discount for our estate planning services should you decide to make a free appointment at the conclusion of the seminar and choose to proceed with us. We proudly serve clients throughout California with offices in Torrance, Newport Beach, Orange, Woodland Hills and Pasadena.
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When Was the Last Time You Checked Your Beneficiary Designations?There are certain assets you may have where you completed a form called a BDF that need to be reviewed!
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2024 Estate and Gift Tax Updates
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The Advantages and Disadvantages of a Springing Power of AttorneyAlthough the springing power of attorney offers a simple solution to concerns about abuse of fiduciary power, it suffers from significant limitations.
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Estate Planning for Same-Sex Couples in CaliforniaIn CA, same-sex couples have the same estate planning rights as their heterosexual counterparts. Our attorney explains how to ensure your estate’s safety.
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Power of Attorney: Should Yours “Spring” or be Effective Immediately?The springing power of attorney could seem like an ideal way to prevent abuse, but it has significant downsides that can make enforcement difficult.
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How Your Estate Plan Can Help Prevent Estate SquabblesSiblings often fight over inheritances. But, these disagreements can be curbed through careful estate planning strategies. Our CA attorney explains.
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Your Options for Using an Inherited Roth IRAThe rules of inherited Roth IRAs depend on the heir’s relationship with the original owner. Sometimes, late withdrawals could trigger massive tax penalties.
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Using Your Estate Plan to Avoid ComplicationsThe death of a spouse can be life-altering and emotionally devastating, but survivors must eventually revise their estate plans to protect their independence.
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5 Estate Horror Stories You’ll Want to Avoid!Don't make these mistakes with you or your estate!
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Estate Planning for Elders: Be Prepared for Life’s UncertaintiesAn estate plan gives older adults an opportunity to protect themselves in the event of an accident, cognitive decline, and any of life’s uncertainties.
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Aretha Franklin: The Queen of Soul’s Big Estate Planning MistakeAretha Franklin made an unfortunate mistake by keeping her will inside a sofa. The attorney at The Law Firm of Kavesh, Minor & Otis, Inc explains.
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The Importance of Keeping Your Estate Safe From ThievesWith identity thieves now targeting those who are recently deceased, protecting your estate from cybercrime is especially important. Our CA attorney explains.