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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The Power of a Power of Attorney
If you are elderly, or your parents are elderly and you help them with their finances, you should consider getting a Power or ... Estate Planning
To Prenup, or Not to Prenup?
I see just as many women seeking prenuptial agreements these days as men. I suggest a prenup for those who have sizeable ... asset protection
Artful Estate Planning Critical for Family Art Collections
f a family wants to hold on to artwork that has been collected over a lifetime, there can be a significant liquidity problem ... Liquid Assets
The Gift that Keeps on Giving?
In the countdown to April 15, many people rushing to prepare their individual income tax returns will overlook another key ... Estate Tax
Estate Mediation – Can’t We All Get Along?
Mediation-a way of settling disputes before they escalate into litigation-has grown increasingly popular in the trusts and ... Estate Planning
Power of Attorney – Power to Steal?
It's a standard part of estate planning. It's also, according to experts on elder fraud, a license to steal. It's the power ... Elder Law
The “Conversation”: Have You Discussed Your End-Of-Life Wishes?
If you are old enough to be reading this, you should discuss end-of-life issues with family members and prepare your own ...
Later-In-Life Marriage Challenge
While love may have felt simple for the two 54-year-olds, the financial part of their relationship was less cut and dried. ... Estate Planning
The Basis for the Basis of Inherited Stock
I just inherited some stock from my uncle, and I know that he bought the stock for more than the present cost. Should I find ... Inheritance
Same-Sex Adoption Snags
Adopting a child can be complicated. It can be even more complicated and fraught with financial and legal risks for same-sex ... Estate Planning
Will Your Estate be a Blessing or a Curse?
Though many wealthy families attend to tax, financial and legal planning, with expert advice and well-developed strategies, ... Estate Planning
Blended Family Estate Planning – Practical Pointers
"Blended" families - which include children from earlier unions - have become the norm. The diplomatic challenges ... Blended Family

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

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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.

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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.