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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 Ventura, California