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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Celebrity Estate Planning Horror Stories
Another Celebrity Horror Story in the Making: Lessons from Anne Heche’s Estate Anne Heche Estate Planning
2022 National Estate Planning Awareness Week 2022 National Estate Planning Awareness Week - October 17-23
How to Revoke or Alter an Irrevocable Trust in California While irrevocable trusts are not designed to be changed, California law does allow amendments under certain circumstances. Our attorneys explain.
Mistakes to Avoid With Payable on Death Accounts Payable on death accounts can help beneficiaries avoid probate, but only if those accounts are part of a more holistic estate plan. Our CA attorneys explain.
The Importance of Vetting a Charity Before Donating Due diligence is important, even when donating to charity. Not every non-profit uses its donations with integrity. Our CA attorneys explain.
How Long-Term Care Insurance Can Help You Weather the Unexpected Long-term care insurance can help protect California residents in the event they are ever incapacitated by an accident or injury. Our attorneys explain.
What Happens When You Become Disabled? Trust Lawyer Torrance
A CA Estate Plan Is Not Just for the Wealthy A CA estate plan is about much more than money. A simple will, for instance, could help protect your assets and safeguard your health, too.
Special Estate Planning Considerations When One Spouse Is a Non-U.S. Citizen The foreign spouses of U.S. citizens are still entitled to receive inheritances, but they could be subject to additional gift and estate taxation.
Understanding and Avoiding Escheatment California’s escheatment laws allow the state to take your assets if you do not create a comprehensive estate plan. Learn more from our CA attorneys.
How an IRA Charitable Rollover Could Help You An IRA charitable rollover is an opportunity to save money on your taxes while making the world a better place. Learn more here.

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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.