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Meet the Team
Neal Bartlett
Estate Planning
Trust Administration
Probate Administration
Veterans Pension Planning
Retirement Planning
Testimonials
Blog
How to Account for Children with Disabilities in Your Estate Plan
Adding Conditions to What You Leave to Your Children
The Annual Gift Exclusion and How it Helps Your Estate Plan
What is an Asset Protection Trust?
California Legislature Mulls New Estate Tax
Common Estate Planning Mistakes Made by High-Net-Worth Individuals
Common Estate Planning Myths and Misconceptions Busted
Common Questions About The Veterans Aid & Attendance Benefits
The Most Common Reasons For Will Challenges (And How to Avoid Them)
Effective Methods of Transferring Real Estate Via Your Estate Plan
Estate Planning Strategies to Help You Preserve More Wealth for Your Loved Ones
Estate Planning Tips for People Married to Noncitizens
A Guide to Veterans Pension Benefits and How to Qualify
The Impact of Jointly Owned Property on Estate Planning
How to Inherit Property Owned in Joint Tenancy
How an Irrevocable Trust Can Play an Invaluable Role in Your Estate Plan
What To Know About Trusts For S Corporations
Making the Most of Life Insurance as an Estate Planning Tool
What You Need to Know About Establishing Advance Directives
Pension Benefits Through the US Department of Veterans Affairs
Protecting Your Estate’s Finances by Implementing Durable Power of Attorney
Qualified Domestic Trusts for Non-Citizen Surviving Spouses
Should I Use Estate Planning Attorney for my Estate Plan?
‘Springing’ Powers of Attorney Present Some Legal Complications
How to Use an AB Trust to Minimize Estate Tax Obligations
Using a Charitable Remainder Trust in Your Estate Plan
Using an IRA Trust to Protect Your Beneficiaries
Does a VA Pension Claim End After the Death of the Claimant?
Why is retirement planning necessary?
SECURE Act: How It Will Affect You and the Beneficiaries of Your Retirement Accounts
New Year, New Estate Plan
My Loved One Has Died - What Do I Do Now?
Common Mistakes with DIY Estate Plans
Important Things Your Agent Under an Advanced Healthcare Directive Needs to Know
Why Title Matters
Planning for Your Automobile
The ABCs of Revocable Living Trusts
Importance of Properly Revoking Powers of Attorney
How to Own Your Real Estate
Estate Planning is Like Building a Snowman
Three Estate Planning Mistakes Farmers and Ranchers Make
American Heart Month: Who Should Be My Medical Agent?
Your Divorce Decree: The First Step in Estate Planning
We All Need a Yearly Checkup: Your Estate Plan Does Too
The Lifetime QTIP Trust (Or How to Maintain Control of Your Estate and Keep Spouse No. 2 Happy)
Which Distribution Method is Best? Showing Your Children the Love
Estate Planning Strategies to Protect Your Spouse
How to Minimize the (Voluntary) Federal Estate Tax
How to Protect Your Family When You and Your Spouse Work in the Same Business
COVID-19: A Reminder of Why Estate Planning is Important
Estate Planning in Age of COVID-19
All About Ancillary Probate
Protecting Special Needs Beneficaries
Planning for a Soon-to-Be Adult, Disabled, Child
Reconsidering Your Role In Others' Estate Planning (How to Say No)
Writing Your Own Obituary
Can a Non-U.S. Citizen Create an Estate Plan?
Choosing a Gift to Give to Charity
Estate Planning Considerations for Restauranteurs
Strategies for Your Charitable Planning
Unclaimed Property - What is it, Where to find it, and Its Impact on Estate Planning and Administration
Spring Cleaning: Time to Clean Up Your Estate Planning
How to Protect Your Will From Unhappy Relatives
How to Create a Valid Will in California
Things to Be Aware of When Administering a Hoarder's Estate
Caught in the Undertow: How No Estate Plan Could Leave Your Family Overwhelmed
Special Estate Planning Considerations for Art and Other Collections
Your Time is Valuable: Let's Get a Jump Start on the Estate Planning Process
Caring For Yourself with the Right Estate Planning Prescription
Assisted Reproductive Technology and the Real Impact on Estate Planning
How to Handle Savings Bonds in Estate Planning and at Death
No-Contest Clauses: Does No-Contest Really Mean No Contest?
Legal Requirements to Consider When Selecting an Executor
Why Your Marital Agreement Should Be Shown to Your Estate Planning Attorney
Nosy Neighbor Nellie Can Find Out About Your Probate. Really.
HELP! This Probate is Taking Forever!!!
Trust Funding: Setting Your Trustee Up for Success
How to Help Your Loved Ones (and Assets) Avoid Probate
3 Simple Ways to Avoid Probate Costs
Summer Vacation Plans? Precautions and Preparations to Consider
Education Funding Flexibility in Light of COVID-19
Savings for School: Planning for Your Family's Education
Saving for College: What if There is Money Left Over?
Sandwich Generation Month: Considerations When Caring for Both Children and Parents
Help! I've Been Named as a Guardian. What Do I do?
Estate Planning for Franchise and Multilevel Marketing Business Orders
How Do I Donate My Organs When I Die?
Snowbirds: What You Need to Know about Renting Out Your Property
Avoiding Financial Grief: How to Protect Your Significant Other from Frozen Accounts
Considerations Before Heading South for the Winter
Why Your Heirs or Beneficiaries May Receive a Smaller Inheritance Than You Thought
Seven Ways to Avoid Family Fights over Your Property
Estate Planning Terms You Need to Know
COVID-19 and Minor Children: Things to Consider Now
Revocable Trust vs. Irrevocable Trust: Which Is Best for You?
Deeper Dive into Advance Healthcare Directives
Tips for Divvying Up Personal Property
How to Prepare for Whatever May Come Your Way
What Happens If My Beneficiary Dies Before Me?
Estate Planning After Personal Injury Settlements
10 Types of Trusts: A Quick Look
Estate Planning: 3 Reasons We Run the Other Way
Wills vs. Trusts: A Quick & Simple Reference Guide
Buyer Beware: How to Avoid Estate Planning Scams
Can an Estate Plan Include a Right of First Refusal on Certain Property?
What to Do When a Child Dies
Athletes: Your Game Is Not the Only Thing That Needs a Winning Strategy
How Trusts Have Helped Athletes
How to Own Your Real Estate
What Is a Medallion Signature Guarantee, and Do I Need One?
How Refinancing a Property Can Affect Your Estate Plan
What to Do When a Loved One Dies Abroad
Choosing a Corporate Trustee
You Inherited a Retirement Account: Now What?
A Tale of Two Celebrities: Chadwick Boseman and Eddie Van Halen
The Recipe for a Satisfying Estate Plan
Can Dual Citizenship Ruin Your Estate Plan?
Should You Own Your Timeshare in Your Trust?
Proposition 19 Passed in California, Modifying Tax Assessments on Inherited Real Property
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Estate Planning Attorney in Carpinteria, California
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