California Estate Planning Attorney
Why Cinderella’s Father Should Have Had an Estate Plan
Many of us are familiar with the story of Cinderella. Central to the story is the relationship between Cinderella and...
If My Will Is Filed with the Court, Will It Go through Probate?
The impact of a loved one passing is intensely personal. That may be one reason so many people are concerned about the...
Inheriting Wealth: What It Means to Be a Beneficiary
What to Know About Receiving an Inheritance The passing of a loved one is a difficult experience. That can make the...
How Can You Move Assets to Future Generations With the Least Tax?
Important note: All exemption amounts mentioned in this article apply to U.S. citizens only and were current as of...
Estate Planning 101: Wills vs. Trusts
The Basics of Estate Planning: Understanding Wills and Trusts Two of the most fundamental estate planning instruments...
4 Types of International Estate Planning
International Considerations in Estate Planning International estate planning issues are not rare these days. They...
Planning to Move to the United States? Important Estate Planning Considerations.
If you’re not a U.S. citizen but are planning to relocate to the United States on a permanent basis, you need to...
9 Key Financial and Estate Planning Steps After Your Spouse Dies
When your spouse passes away, the impact on your life is dramatic. Unfortunately, dealing with the pain of loss is not...
Questions to Ask When Choosing Personal Care Decision Makers
Even a well-crafted plan needs the right people to put it into action. Among the vital information that must be...
Questions to Ask When Hiring a Fiduciary, Part 1: Financial Decision Makers
An estate plan must contain enough information to complete three goals: It must explain how you want your assets...
Non-Grantor Trusts and Income Taxes
Trusts are some of the most useful tools available to help you build a legacy of wealth and protect assets. In...
How to Protect Your Great Ideas or Works for Your Family
When most people think of estate planning, they think about tax issues, trusts, and passing along assets like...
Is it Time to Use the Gift and Estate Tax Exemption?
Choosing the Right Time to Make a Gift Since its creation in 1916, the amount you can pass to your heirs as a gift or...
Discuss Estate Planning at Holidays
Holidays May Be the Perfect Time to Discuss Estate Planning One of the best parts of the holiday season is the chance...
What Not to Include in Your Estate Planning Documents
Not Everything Belongs in Your Estate Plans Perhaps the most basic function of an estate plan is to pass along your...
What Happens to Your Venmo, PayPal, and Apple Pay Accounts at Your Death?
Payment App Accounts Should Be Considered in Your Estate Plan The Internet never forgets. That maxim is most often...
Why Deathbed Planning Might Give You Additional Grief
Deathbed Planning Has its Drawbacks Contemplating the end of your life isn’t a fun experience. Making an estate plan...
Family Legacy Wealth Planning
Family Legacy Wealth Plan: 3 Must-Have Conversations With Adult Children A family legacy wealth plan requires care and...
