California families are accumulating retirement wealth at unprecedented levels. Tech industry 401(k)s routinely reach...
Why Your Retirement Success Could Become Your Children’s Vulnerability
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Estate Planning
Strategic Asset Protection: How Families Use Domestic Trusts to Shield Future Wealth
A tech entrepreneur recently posed a question that's becoming increasingly common: "Janet, I've built significant...
Why Families Can’t Afford Insurance Gaps in Their Estate Plan
From my Los Altos office, I regularly witness a troubling pattern among California's high-net-worth families:...
What Does It Mean to Be a Certified Specialist in Estate Planning, Trust & Probate Law?
If you’ve noticed a new seal appearing in our materials, it’s the official mark of a Certified Specialist in Estate...
The Qualified Small Business Stock (QSBS) Tax Exemption: A Powerful Estate Planning Tool for California Business Owners
For California business owners—particularly those in tech and other analytical fields—estate planning involves more...
Plot Twist: AI is Now Referring Clients to My Estate Planning Practice
You're going to think this is wild, but I had to share something that's been happening at our firm that has me both...
Absolute Trust Talk Interview: Beyond Borders: International Estate Planning Essentials for Families (Part 2)
The most expensive mistakes in international estate planning often occur not because families lack good intentions,...
Absolute Trust Talk Interview: Beyond Borders: International Estate Planning Essentials for Families
International estate planning involves a range of considerations that extend far beyond typical domestic planning....
Estate Planning That Reflects Your Identity: Five Key Conversations to Have with Your Family
When creating an estate plan, your primary focus may be on distributing your wealth and property. However, your legacy...
Who Should Have an Estate Plan?
If you are an adult, you need an estate plan. Regardless of age, financial status, or stage in life, having a plan in...
Handling a Loved One’s Debts After They Die
Many Americans anticipate carrying debt for life, with nearly half expecting to pass away still owing money. But what...
Estate Planning for Newlyweds: Building Your Future Together
Marriage marks the beginning of a new journey, and as you merge your lives, it’s the perfect time to establish an...
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for everything you own
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