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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Los Angeles California To Give or Not to Give
Discussions of the looming fiscal cliff have paid scant attention to estate and gift taxes. But wealthy people might do well ... Fiscal Cliff
A New Game to Help with Charitable Giving in Torrance California
Each year at this time, out of some combination of generosity and procrastination, millions of Americans rush to make ... Charitable Gifting
Retirement Planning: Five Mistakes to Avoid in Los Angeles County
There's no one-size-fits-all when it comes to saving the right amount for your golden years -- which is part of what makes ... Retirement Planning
A New Way to Face Retirement in Torrance California
"People who see an age-progressed rendering of themselves are more likely to allocate resources to the future." As ... Retirement Planning
Changes on the Horizon for Reverse Mortgage Loans in Los Angeles California
Change is needed. Reverse mortgages can serve as financial lifelines by helping seniors leverage their equity without selling ... Loans
Torrance California Older Workers Improve Their Resumes to Maximize Hiring Potential
... Many colleges and universities have begun offering classes for older workers to help them improve their resumes, learn ... Employment
Torrance California Extreme Home Makeover: Retirement Style
Richard Hayman, 67, and his wife Carolyn are shelling out $110,000 to complete a strategic part of their retirement plan. ... Retirement Planning
Los Angeles The Fiscal Cliff: A Slippery Slope for Your Health
If President Barack Obama and Congress cannot reach an agreement on the fiscal cliff, economic experts agree it would be ... Fiscal Cliff

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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.

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.