Our Estate Planning and Probate Article Library

Our library articles contain vital information on living trusts, asset protection, incapacity planning, and probate requirements for California residents. Learn about what you must do, documents you will need, and deadlines you must meet in our online library.

1 2 3 4 5 6 7...14 >

Page 1
How to Create a Digital Estate Plan in California While CA recognizes the legitimacy of a digital estate, establishing one that is comprehensive and secure still requires preparation. Our CA attorneys explain.

Category: Estate Planning
How to Protect a Loved One With Diminished Mental Capacity If your spouse has diminished mental capacity or is of unsound mind, you may be able to petition the courts to help your loved one manage their assets.

Category: Estate Planning
What to Consider Before Entering Into a CA Joint Tenancy Agreement Joint tenancy agreements are among the most common modes of homeownership, but they are not without disadvantages. Our CA attorneys explain.

Category: Estate Planning
How Inflation May Impact Estate Planning Today’s inflation rates are at record highs. If you have an estate plan, you need to consider how inflation could impact your legacy. Our CA attorneys explain.

Category: Estate Planning
How U.S. Citizens Abroad Can Benefit From Estate Planning Most expatriates are familiar with the necessity of reporting foreign income to the IRS, but few protect their estates from taxation. Our CA attorneys explain.

Category: Estate Planning
California Estate Planning During a Recession or Crisis A comprehensive estate plan allows you to minimize existing risk while pre-empting future threats to your assets. Our CA attorneys explain.

Category: Estate Planning
Using a Video Will in Your California Estate Plan While some states accept videotaped wills as legally binding, California only recognizes written wills as valid estate planning documents. Our attorneys explain

Category: Estate Planning
Including Cryptocurrency in Your California Estate Plan Cryptocurrency is both a potentially valuable and highly volatile investment that demands a modern, professionally made estate plan. Our CA attorneys explain.

Category: Estate Planning
The Uses and Disadvantages of California Codicils A codicil might seem like a simple way to alter an existing estate plan. However, codicils can cause more problems than they solve. Our CA attorneys explain.

Category: Estate Planning
Leaving Gifts to Grandchildren in California Grandparents often try to help their grandchildren by naming them as beneficiaries in a will. Our lawyers explain why that can cause problems.

Category: Estate Planning
The Benefits of California SLATs A SLAT uses estate law and federal gift exemptions to provide a spouse with life-long access to trust assets. Our California estate attorneys explain.

Category: Estate Planning
Valuing and Appraising Items in California Probate While not all estate assets need to be valuated, some require the input of a probate referee or expert appraiser. Our California lawyers can help.

Category: Probate

1 2 3 4 5 6 7...14 >

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.