California is a community property state. How will you know what is considered community property in California...
Estate Planning
Estate Planning During COVID: Smart Documents to Update
What are some documents you should update as part of your estate planning during Covid? You might be surprised. The...
Asset Ownership & Funding a Revocable Trust
Many things can go wrong when you are developing an estate plan. A failure to follow-up with appropriate paperwork can...
What are Trustee Fees?
“When creating an estate plan, it may be necessary to name a trustee to handle your assets.” A frequent example is...
Can I Bequeath My Home to My Children without Taxes?
“You would like to pass a house tax-free to your heirs. After all, you want to give them a gift, not the burden of...
Is It Easy to Change My Home’s Title from Tenants in Common to Joint Tenants?
“Usually, when you make a simple change in the title from tenants in common to joint tenants, the taxing authorities...
How Can I Protect Assets from Creditors?
“Estate planning is not just about saving taxes, it is also about managing and protecting your assets against future...
What Do I Need to Know about a Family Trust?
A trust can be used to manage estate taxes, shelter assets from creditors and pass on wealth to future generations. A...
Estate Planning for Life Partners in California
People who have life partners in California may need to do some specific estate planning to make sure their wishes are...
Estate Taxes Have Not Come to and End
To paraphrase Mark Twain: reports of the death of state estate taxes are greatly exaggerated. In fact, there are...
What are Walt Disney’s Heirs Worth?
“The Walt Disney Company has come a long way since it was founded by brothers Walt and Roy O. Disney nearly a century...
Choosing the Right Estate Planning Lawyer for Your Family
There are a lot of estate planning lawyers out there, but not all may be right for your family. When choosing an...
Let’s make sure
the right people get your stuff.
for everything you own
and everyone you love.