If you’ve noticed a new seal appearing in our materials, it’s the official mark of a Certified Specialist in Estate...
What Does It Mean to Be a Certified Specialist in Estate Planning, Trust & Probate Law?
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Estate Planning
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...
Estate Planning for Newlyweds
As you embark on the exciting journey of married life, now is an ideal time to consider creating an estate plan....
5 Common Mistakes to Avoid When Including Pets in Your Estate Plan
Including your pets in your estate plan is a thoughtful way to ensure their well-being after you pass away. However,...
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...
Let’s make sure
the right people get your stuff.
Planning and protection
for everything you own
and everyone you love.
for everything you own
and everyone you love.
