In light of the recent concerns regarding the Covid-19 virus, protecting our clients and their legacies remains our most important focus.
We are encouraging all current and future clients to meet with us via phone or video conference. Please contact our office to discuss your options.
Losing a loved one is a complex experience. There are emotional aspects to consider as well as logical obligations to handle, such as seeing the estate through probate. It can be difficult for any California resident to go through, and even if parties do not act as...
The executor of a California estate has a lot of responsibilities. Because it is important to know exactly what assets are part of the estate, many states require that the executor complete an inventory of the remaining assets during probate proceedings. The parties...
When estate planning, it can sometimes seem as if there are more questions than answers. However, asking certain questions can help California residents ensure that they make the best choices for their plans. For example, individuals utilizing trusts as part of their...
Many California residents have giving attitudes and hearts. They want to help others as much as they can, especially in charitable capacities. For some individuals, continuing that giving after their passing may be a desired goal. Fortunately, there are various ways...
Now in your mid-40s, you start putting together an estate plan. As you do it, you begin wondering about your own parents. They are closer to needing the plan than you are -- in theory, at least -- but you do not know if they have done anything yet.You begin to worry....
When considering the many tools available to create an estate plan, some California residents may wonder whether they need more than a will. While a will certainly is a useful and essential estate planning document, other tools can help make a plan more comprehensive....
Many people believe that their estate plans will help their loved ones understand their wishes. While a well-executed plan can certainly achieve that goal, some people may make mistakes when creating their wills and other documents that result in difficulties for...
Estate planning is something that many California residents and those elsewhere do not fully understand. They may think that they just need a will and then their affairs will be in order. However, there are different types of wills, and the one that best fits a...
The start of a new year is often a time that people start assessing certain aspects of their lives. Though some people may not have gotten a jump-start on this assessment on New Year's Day, there is still plenty of time to consider ways to plan for the future. In...
Do you feel concerned that your parents or perhaps even your grandparents have not done their estate planning? You don't know if you should bring it up; it's something of an awkward conversation since you don't want it to sound like you're just trying to find out...
