Blog: Estate Planning

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...

Clients who have never had an estate plan often ask what estate planning documents are included in a basic estate plan. Although every situation is...

Do I need a probate lawyer? With a few exceptions, people are generally allowed to represent themselves in probate court.   However, in litigated...

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...

Proposed Inheritance Law Update We are big fans of our brothers across the Atlantic-the pint, the pub, the pound, the princess. But every now and...

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...

The Financial Industry Regulatory Agency (FINRA) has recently submitted to the U.S. Securities Exchange Commission a rule change proposal designed to...

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