If you're like most people, the estate tax comes to mind when you think of estate planning. The state of California...
5 Federal Taxes That Impact Estate Planning
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Estate Planning
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...
Right of Occupancy Trust—A Trust to Protect Your Home and Your Loved Ones
Estate planning is about protecting the people who matter to you most. But sometimes this can be more complicated than...
California Estate Planning – Updated Resource Booklets
We recently published updated versions of my three most popular resource booklets relating to California estate...
Your Financial Power of Estate Plan Attorney: Powerful Provisions
A financial power of attorney is a powerful legal document that gives someone the authority to make decisions if...
Do I Have to Use My Parents’ Estate Planning Attorney for Trust Administration
Parents, when creating a trust, frequently choose one of their children to take over as trustee when the parents are...
What to Do With Medications After Someone Dies?
A loved one’s passing leaves family members to figure out how to handle many different aspects of the person’s life,...
Seven Reasons to Consider a Family Estate Planning Office
Family estate planning offices provide an array of services specifically designed to meet the needs of affluent...
Dealing With Your Spouse’s Debts When They Die
The death of a spouse is an enormous burden for the spouse left behind. During this time of grief and loss, a...
“Encanto” Raises Important Estate Planning Issues
Pop culture isn’t necessarily an accurate source of estate planning information. Still, in some cases, it can raise...
Leaving an Inheritance: Which Distribution Is Best?
As a parent, it may be one of your many goals to leave behind an inheritance for your beloved children. The good news...
Debunking Estate Planning Myths: Janet on KALW in April
In April, Janet was featured on KALW's Your Legal Rights program, hosted by Jeff Hayden. Many of us don’t think about...
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Planning and protection
for everything you own
and everyone you love.
for everything you own
and everyone you love.
