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.
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July 2024 NewsletterCheck out our July 2024 newsletter! This month we discuss the best dating apps for seniors, a boating misadventure and a very special anniversary message.
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California Trust Administration: the Challenges a Successor Trustee FacesSuccessor trustees can face many challenges during trust administration, including angry heirs. Our CA estate planning attorney explains why a lawyer can help.
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Be Prepared for the Rigors of Trust AdministrationTrust administration comes with many challenging responsibilities. Our California trust administration lawyer can help make your job easier. Learn more!
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June 2024 NewsletterHere is our June 2024 Newsletter! This month, Phil Kavesh reflects on his role as a grandfather and shares more important estate planning news and information.
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How the Federal Estate Tax Could Complicate a California InheritanceCalifornia doesn’t levy its own estate tax, but certain high-value legacies could be subject to federal taxation. Our estate administration lawyers explain.
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May 2024 NewsletterHere is our May 2024 Newsletter! The team shares their favorite Mother's Day memories, plus Phil Kavesh discusses emergency planning for senior caregivers.
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California Executors Need to Understand the Difference Between Probate and Non-Probate AssetsOur Los Angeles and Orange County probate attorneys explain how California estate executors can determine if an asset is a probate asset or non-probate asset.
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The Personal Representative and Probate: Duties and ResponsibilitiesServing as an executor can be a great way to honor a loved one’s legacy, but the role can be difficult and rife with unexpected personal risk.
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April 2024 NewsletterHere is our April 2024 Newsletter! Phil Kavesh discusses beneficiary designations, tips for spring cleaning, and more!
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March 2024 NewsletterHere is our March 2024 Newsletter! Phil Kavesh discusses the ten biggest mistakes people make in regards to estate planning and how to avoid them.
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How Directed Trusts Help California Families Preserve and Protect Complex InterestsThe recent enactment of CA’s Uniform Directed Trust Act provides for the formation of directed trusts, letting families exert more control over complex assets.
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February 2024 NewsletterHere is our February 2024 Newsletter! Phil Kavesh discusses new updates to estate and gift tax law. Click here to learn more.