Frequently Asked Questions About Estate Planning

We have compiled some of the most frequently asked questions and answers on a broad range of estate planning topics. Browse or search our FAQs to learn what to consider when creating or modifying a trust, appointing guardians and healthcare advocates, Medi-Cal planning, and more.

“We just wanted to let you know about your Estate Planning Specialist Mr. Peter A. Keon. He did a very thorough review on our Living Trust and advised us of what was needed to bring it up to date.” Ida & Jesus D.

“I was very pleased with his services to my mother. I want you to know this meant a lot to me and I feel very good that Mom is in his capable hands in regards to her living trust.” Robin M.

"My children are now protected from having to go through all the hassles, unnecessary legal fees and heartache I’ve been through, and everything will be handled according to my wishes. I’ve done for my children what I wish my father had been able to do for me.” Mary D.

“We have been your customer for many, many years. We have been happy with your firm from the very first day. " Ivan B.

"The answer to our concerns came when we purchased your new Successor Trustee Manual in 2006. It isn’t often we’ve taken so much pride in purchasing a manual, but you have produced a sure winner that does a very thorough job. It’s like putting the icing on our estate planning cake." Don & Carol P.

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.