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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Is "Aging in Place" Right for Me?
Most older adults want to remain in their homes and communities as they age rather than move into assisted living facilities or nursing homes.
California’s Long Life Expectancy Can Jeopardize Timing of Inheritances
With Americans living longer than ever before, traditional will-based estate plans can leave heirs empty-handed well into retirement. Our CA attorney explains.
Using a 529 Plan to Reduce California Tax Obligations
A 529 plan provides an opportunity to save money for a loved one’s education while reducing an estate’s tax burden. Our CA attorney explains.
Living Trust Mills Exploit Seniors by Selling Other Financial Services
CA living trust mill scams often target senior citizens, using estate planning as an excuse to sell expensive insurance policies and bad investment strategies.
Retirement Myths That Could Imperil Your Estate
Retirement often costs more than most Americans expect, forcing them to siphon off estate assets to pay their basic costs of living. Our CA attorney explains.
Another Estate Planning Celebrity Horror Story: Lisa Marie Presley (and Her Father, Elvis Presley)
Like many other celebrities, Lisa Marie’s estate is now unfolding much like a dramatic soap opera...
Estate Planning Must-Do’s BEFORE You Go on Vacation
Estate Planning Checklist
Why Can’t My Parent Make a Last Minute Change to His or Her Estate Plan?
Procrastination is a real issue when it comes to estate planning, but for those trying to set up or update their estate plans while on their deathbed...
The Advantages of Survivorship Insurance Policies
While survivorship insurance policies do not provide financial compensation for surviving spouses, they can complement estate planning strategies.
Making Sense of Medi-Cal Appeals
Adverse Medicaid decisions can be devastating, but they are not final, and you have the right to file an appeal. Our CA attorneys explain.
Majority of Adult Children Cannot Support Boomer Parents
A survey recently determined that majority of adult children cannot support their Boomer parents. So, what can you do to help begin the planning now?
A Pour-Over Will Could Protect Your Non-Trust Assets From Probate
A pour-over will could reduce estate-related uncertainty by ensuring that your remaining assets are transferred straight to an established trust.

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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.