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.

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How to Ensure Your Will Is Valid and Safe From Challenges
Wills in California have to meet certain legal requirements. If any are missing, the writer’s estate could be invalidated. Learn more here.

Category: Estate Planning
Britney's Song Can Teach Us a Lesson - July 2021 Newsletter
With Britney Spears’ terrible, unseemly conservatorship matters splashed all over the press, it’s hard not to know about her plight. Many people sympathize with the #FREEBRITNEY movement. Others find her sad story to be merely entertaining. Regardless of how you may feel about Britney and her very public dilemma, there’s a lesson here for all of us.

Category: Newsletters
What to Know About Inventorying an Estate in California
If you have been appointed the representative of a California estate, inventorying the decedent’s assets is among your most important responsibilities.

Category: Probate
Understanding Ambiguous Wills in California Probate
An ambiguous will is one that is not clearly defined or explained and may cause complications in California probate. Learn more here.

Category: Trust & Estate Administration
Father Becomes Grandfather by Attorney, Phil Kavesh - June 2021 Newsletter
As we prepare to celebrate Father's Day later this month, I spent some time thinking about all the father's in my life.

Category: Newsletters
Why You Need to Update Your Estate Plan After Moving to California
While many legal documents may still be valid after a move, you need to understand estate planning laws in the state where you choose to live. Learn more here.

Category: Estate Planning
Mother's Day Reflections by Arlyn Villanueva, Director of Operations & Estate Planning Paralegal - May 2021 Newsletter
We just wanted to take the time to wish all of the mothers, grandmothers, aunts, stepmoms, and mother figures a very Happy Mother's Day!

Category: Newsletters
Business Succession and Estate Planning
Only 10% of all family-owned businesses last beyond two generations, which is why it is important to have a business succession plan in place. Learn more here.

Category: Estate Planning
Estate Planning for Your Pet
CA is one of several states which lets residents name guardians or create trusts to ensure a pet is well cared for after their owners die. Learn more here.

Category: Estate Planning
Community Property in California
California is one of nine states with community property laws. These laws can have a significant impact on the estate plans of married couples. Learn more here.

Category: Estate Planning
"It's Time For..." Peter's Annual MLB Spring Training Trip - April 2021 Newsletter
Attorney Peter Keon discusses yet another trip to watch MLB Spring Training.

Category: Newsletters
Settling Debt on a California Estate
Whenever someone dies and leaves behind an estate in California, there’s the possibility creditors could make claims on the inheritance.

Category: Probate

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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.

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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.