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.

<1...78 79 80 81 82 83 84...86 >

Page 81
Business Succession – Don’t Shoot Your Own Feet
What can you do to prevent self-sabotage and improve your company's odds of successful succession? A family is strongest when ... Business
Giving While You Are Living
Increasingly, we've been asked to help them find ways to assist their kids now, rather than waiting to leave them money and ... Estate Planning
Same-Sex Marriage And The Supreme Court
Gay couples have long had second-tier status when it came to their finances... Now that the Supreme Court has struck down the ... Estate Planning
Incentive Trusts: A Business Succession Formula for Success
For many of our affluent clients, their single largest investment is the family business. Unfortunately, the likelihood that ... Estate Planning
Investment Properties in Your IRA
With taxes going up for most people, you might be paying more attention to your tax-deferred retirement investing options, ... Estate Planning
Warning – Your Ex-Spouse May Inherit Your Life Insurance!
When Warren Hillman died in 2008 at the age of 66, his assets included a life insurance policy worth $124,558.03. For the ... Estate Planning
Make Informed Decisions About Your & Your Loved Ones' Futures Based On Experienced Advice
BOB GINSBERG, a retired production manager for an educational publisher, is worried that he does not know any of the logins ... Estate Planning
Costly Conversations Never Had
"Finances tend to be one of the trickiest topics because people do have traditional ideas about what you should and ... Elder Law
International Love Has Its (Legal) Challenges
Love has no borders, of course, which may help explain why it's not just the economy that's gone global. To hear estate and ... Estate Planning
When is Charitable Giving Elder Abuse?
For the last 20 years of her life, Huguette Clark, a wealthy and reclusive copper heiress, lived in a Manhattan hospital ... Elder Law
Selling Your Company to Your Employees
As more entrepreneurs like Cabot approach retirement-about 30% of the nation's business owners are 55 or older, according to ... Business
Watch Your Language – End-Of-Life Health Care
"It's a very vulnerable time," said Amber Barnato... "A turn of phrase by a doctor can make a lot of ... Estate Planning

<1...78 79 80 81 82 83 84...86 >

left quotation mark

Overall, a very pleasant and efficient experience. Peter was excellent! John R.

We had a nice phone conversation. Norman N.

Extremely courteous. We also had questions, in which we received answers. Dennis F.

Well organized and able to answer all questions to my satisfaction. Brian B.

Being contacted by Jackie and having the opportunity to speak with Mr. Keon last week was beneficial. I was pleased to be able to make contact with you and get some follow up detail on the questions I had. Many Thanks to Mr. Keon Karen O.

right quotation mark

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.