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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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Teaching Points From The Estate Of A SopranoTony Soprano may have been an expert at hiding his money from the feds, but actor James Gandolfini, the recently deceased ... Estate Planning
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When Baby Boomer Retirees InheritFor those retirees who had not planned on receiving an inheritance or are happily surprised at the amount they receive, it's ... Elder Law
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Charitable Intent Key To Easement SuccessI think that conservation and façade easements are a great idea, but only if you have a sincere desire to help protect your ... Charitable Gifting
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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
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Life Insurance – Incidents Of Ownership (May) Trigger Estate TaxabilityWhen are the proceeds of life insurance policies includible in a taxpayer's gross estate? Fact: the estate tax is set to some ... Estate Planning
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Home Is Where The Estate IsExcept in the case of the superrich, [real estate] is most likely the parents' major asset, and their children understandably ... Estate Planning
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College Funding ConsiderationsThe Uniform Gifts to Minors Act (UGMA) and the Uniform Transfers to Minors Act (UTMA) are sometimes called the ... Estate Planning
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Employee Skin In The Game – Family Business StockOwners want non-family business leaders to behave like owners, and so they give them shares. Trying to align incentives is ... Business
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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
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Protecting The Inheritance From And For Your HeirsAccording to a recent WealthCounsel survey, 35 percent of people are crafting their estate plans to avoid mismanagement by ... Estate Planning
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Annual Gift Exclusion Opportunities AboundHere 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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Business Succession – Don’t Shoot Your Own FeetWhat can you do to prevent self-sabotage and improve your company's odds of successful succession? A family is strongest when ... Business