Our Estate Planning Library Articles

Our legal library contains a variety of articles to help people understand the California estate planning process. Browse through our library to learn about the documents included in an estate plan, how to protect your future health and medical care, and how to ensure that your wealth will be appropriately passed down to your loved ones.

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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.
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.
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
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.
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.
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.
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.
How a California Prenuptial Agreement Could Help Cement Your Legacy
Prenuptial agreements are often associated with divorce disputes, but they have the potential to serve as important estate planning devices, too.
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.
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.
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.
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.

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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.