Do You Need to Speak With an Estate Planning Attorney?
If you need to speak with an experienced estate planning lawyer, please contact us online or call us directly at 800.756.5596 to first register for one of our free, informative seminars. Your attendance will qualify you for a special discount for our estate planning services should you decide to make a free appointment at the conclusion of the seminar and choose to proceed with us. We proudly serve clients throughout California with offices in Torrance, Newport Beach, Orange, Woodland Hills and Pasadena.
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The Uses and Disadvantages of California CodicilsA 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.
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Leaving Gifts to Grandchildren in CaliforniaGrandparents often try to help their grandchildren by naming them as beneficiaries in a will. Our lawyers explain why that can cause problems.
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The Benefits of California SLATsA SLAT uses estate law and federal gift exemptions to provide a spouse with life-long access to trust assets. Our California estate attorneys explain.
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How a California Prenuptial Agreement Could Help Cement Your LegacyPrenuptial agreements are often associated with divorce disputes, but they have the potential to serve as important estate planning devices, too.
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Incorporating Collectibles in Your Estate PlanSince the IRS has strict tax rules for inheritable artwork, your estate plan should always account for any valuable collection. Learn more here.
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California Uniform Trust Decanting ActCalifornia recently enacted the Uniform Trust Decanting Act that allows trustees to transfer trust assets into a new trust with revised terms and conditions.
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Protect the Finances of a Loved One After a Dementia DiagnosisCalifornia law provides some useful strategies to help a loved one responsibly manage their money even after they have been diagnosed with dementia.
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Creating a California Succession Plan for Your Family HomeCalifornia 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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How DNA Evidence Can Upend Estate PlansThe recent popularity of mail-order DNA tests means that previously unknown relations can wreak havoc on unprepared estates. Learn more here.
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Navigating Estate Taxes at the State and Federal LevelEven though California does not levy state estate taxes, you may still be taxed at the federal level. Learn more here.
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Financial Considerations for California Family CaregiversThe 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.
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ABLE Accounts in CaliforniaAn 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.
