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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At Death, Cash is Still King
"While my father had considerable assets, they are illiquid, and the family needs immediate financial assistance for a ... Estate Planning
Teaching Points From The Estate Of A Soprano
Tony Soprano may have been an expert at hiding his money from the feds, but actor James Gandolfini, the recently deceased ... Estate Planning
When Baby Boomer Retirees Inherit
For those retirees who had not planned on receiving an inheritance or are happily surprised at the amount they receive, it's ... Elder Law
Charitable Intent Key To Easement Success
I think that conservation and façade easements are a great idea, but only if you have a sincere desire to help protect your ... Charitable Gifting
Summer Vacation – Perfect Time For “The Conversation”
Chances are good you will be spending some vacation time this summer with older family members. If so, take the opportunity ... Elder Law
Life Insurance – Incidents Of Ownership (May) Trigger Estate Taxability
When are the proceeds of life insurance policies includible in a taxpayer's gross estate? Fact: the estate tax is set to some ... Estate Planning
Home Is Where The Estate Is
Except in the case of the superrich, [real estate] is most likely the parents' major asset, and their children understandably ... Estate Planning
College Funding Considerations
The Uniform Gifts to Minors Act (UGMA) and the Uniform Transfers to Minors Act (UTMA) are sometimes called the ... Estate Planning
Employee Skin In The Game – Family Business Stock
Owners want non-family business leaders to behave like owners, and so they give them shares. Trying to align incentives is ... Business
Why Are Charitable Donors Charitable?
Many philanthropic advisers stress that giving is not always this black and white: people need to get the emotional reward of ... Charitable Gifting
Protecting The Inheritance From And For Your Heirs
According to a recent WealthCounsel survey, 35 percent of people are crafting their estate plans to avoid mismanagement by ... Estate Planning
Annual Gift Exclusion Opportunities Abound
Here is some background on what is known as the "annual gift-tax exclusion." You can give away as much as $14,000 ... Estate Planning

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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.