Blog: Estate Planning

Modern families come in many forms, and blended families represent a growing segment of households across California. When you’ve built a life...

One of the most unfortunate popular misconceptions is that estate planning is only for the rich. Nothing could be further from the truth. Even if...

Anyone involved in a trust or estate administration or dispute will invariably encounter the term “fiduciary duty,” or a variant of the...

For many young parents this scenario is familiar: You and your spouse are flying across the country for some family event-a wedding, the death of a...

The start of a new year is a good time to consider upcoming changes in the tax laws that may affect your estate planning in 2022. The federal estate...

Families with college bound children face the hurdle of paying for tuition, books, room and board, and other expenses. While there are many savings...

Many California living trusts contain a “spendthrift clause”- a clause designed to protect trust assets from claims made by a...

In plain language, ademption is what occurs in the situation described in the title of this article: A will leaves a particular piece of real or...

Many baby boomers-the 76 million Americans born between 1946 and 1964-have retired or are heading toward retirement, with roughly 10,000 retiring...

What to Do to Make Your Passing Financially Sound Clients typically consider their estate planning at three predictable junctures in their lives:...