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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Mind the Details – Property Insurance Coverage and Estate Planning
When it comes to wealth management, the devil is in the details-the minutiae in plans and strategies that may be overlooked ... Business
Roth IRA – An Estate Planning Tool?
When it comes to saving for retirement, many investors already know how well the Roth IRA fends off Uncle Sam. But what ... Estate Planning
Are Will and Beneficiary Designations In Conflict?
Show your beneficiaries that you love them. Do a beneficiary review and ensure that they get the assets you want them to ... Estate Planning
The Gender Gap Widens for LTCi
The gender gap is about to get a little wider as the formerly egalitarian long-term care insurance market starts charging ... Estate Planning
When to Retire from a Career-For-Life?
Pope Benedict XVI's announcement of his resignation ... surprised the world. But while there's only one pope, there are ... Estate Planning
Are You a Tax-Time Procrastinator?
For all you procrastinators, there are now some ready-made excuses not to file your 2012 income taxes as soon as possible. ... Estate Tax
Asset Protection Planning – Plan Now, or Lose Later
Asset Protection is pre-claim planning for those who are concerned that someday they might become liable to creditors ... Asset Protection
Valuations Matter – Making Your Gifts Count
Make no mistake: the IRS has been cracking down on charitable contributions. It's not that they don't want you out there ... Charitable Gifting
Elderly Parents – Blended Family Challenges
"It gets really blurry. Who's going to do what?" Grown children [of parents who remarry late in life] don't have ... Blended Family
The Beauty and the Beast of the Estate Tax Rules
With the passage of the American Tax Relief Act of 2012 (ATRA), Congress finally made the estate tax rules permanent. We ... Estate Planning
When Charitable Giving Goes Global
Increasingly, global-minded philanthropists want to support causes overseas, triggering unique legal and tax challenges. ... Business
Health Care Costs – Location, Location, Location
It's no secret that the tab for health care in America is soaring. But did you know that what you pay for health care ... Estate Planning

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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.

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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.