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...13 >

Page 1
Incorporating Collectibles in Your Estate Plan Since the IRS has strict tax rules for inheritable artwork, your estate plan should always account for any valuable collection. Learn more here.

Category: Estate Planning
California Uniform Trust Decanting Act California recently enacted the Uniform Trust Decanting Act that allows trustees to transfer trust assets into a new trust with revised terms and conditions.

Category: Estate Planning
Protect the Finances of a Loved One After a Dementia Diagnosis California law provides some useful strategies to help a loved one responsibly manage their money even after they have been diagnosed with dementia.

Category: Estate Planning
Creating a California Succession Plan for Your Family Home California residents can enact many strategies to leave their family home as an inheritance. However, your decision could have major tax implications.

Category: Estate Planning
How DNA Evidence Can Upend Estate Plans The recent popularity of mail-order DNA tests means that previously unknown relations can wreak havoc on unprepared estates. Learn more here.

Category: Estate Planning
Navigating Estate Taxes at the State and Federal Level Even though California does not levy state estate taxes, you may still be taxed at the federal level. Learn more here.

Category: Estate Planning | General
Cautionary Tales Of The Rich & Famous | February 2022 Newsletter Check out our February 2022 Newsletter featuring a detailed article about Cautionary Tales Of The Rich & Famous. Click here to learn more.

Category: Newsletters
Financial Considerations for California Family Caregivers The high costs of long-term care can be financially taxing. Learn what you can do to get compensation while taking care of your loved one.

Category: Estate Planning
What to Know About Estate and Trust Lawsuits Estate and trust lawsuits can take months to resolve, and they require strict adherence to legal procedure. Learn more here.

Category: Trust & Estate Administration
The Client Sure Didn't Expect This to Happen! - January 2022 Newsletter The Client Sure Didn't Expect This to Happen! by Attorney Philip Kavesh

Category: Newsletters
ABLE Accounts in California An ABLE account can help those with special needs save tax-free money while keeping their benefits, especially when paired with a trust. Learn more here.

Category: Estate Planning
How to Probate the Estate of a Missing Person in California Before you can initiate probate proceedings for a missing person’s estate, you will need to demonstrate that they are most likely deceased. Learn more here.

Category: Probate

1 2 3 4 5 6 7...13 >

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.