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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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
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Giving While You Are LivingIncreasingly, we've been asked to help them find ways to assist their kids now, rather than waiting to leave them money and ... Estate Planning
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Same-Sex Marriage And The Supreme CourtGay couples have long had second-tier status when it came to their finances... Now that the Supreme Court has struck down the ... Estate Planning
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Incentive Trusts: A Business Succession Formula for SuccessFor many of our affluent clients, their single largest investment is the family business. Unfortunately, the likelihood that ... Estate Planning
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Investment Properties in Your IRAWith taxes going up for most people, you might be paying more attention to your tax-deferred retirement investing options, ... Estate Planning
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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
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Make Informed Decisions About Your & Your Loved Ones' Futures Based On Experienced AdviceBOB GINSBERG, a retired production manager for an educational publisher, is worried that he does not know any of the logins ... Estate Planning
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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
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International Love Has Its (Legal) ChallengesLove 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
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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
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Selling Your Company to Your EmployeesAs more entrepreneurs like Cabot approach retirement-about 30% of the nation's business owners are 55 or older, according to ... Business
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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