Blog
How often should I review my existing estate plan?
Estate plans work best when they are up to date. This means that creating your estate plan is only part of the estate planning process.
First-party v. third-party special needs trusts
One of the nice things about trusts is that there are so many different kinds. It is safe to say that California families could find
Preparing for taxes in your estate plan
Many of us have heard the old saying, “Nothing is certain except for death and taxes.” Sometimes, the two go hand in hand. When creating
How is guardianship different from conservatorship?
People often ask us, “What is the difference between a guardianship and a conservatorship in California?” In many ways, the two accomplish the same goal.
How to add a charitable remainder trust to your estate plan
Many people make charitable giving a part of their estate plans. Giving assets to charity provides tax benefits as well as a legacy you can
How a special needs trust can secure your child’s future
Estate plans are exactly that: a plan for the future. They ensure your loved ones are cared for, even after you are gone. For parents
Estate planning is not just for the elderly
It may be very difficult for you to think about the need to plan for your incapacity or end of life. However, in both matters
Why having an estate plan protects you and your family
Several high-profile celebrities have passed away recently without an estate plan. Though your estate is likely not as large as Prince’s or Aretha Franklin’s, their