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.
Not everyone gets along with their close family members. Some parents and children may become estranged, or siblings may have strained relationships that go beyond simple rivalry. As a result, when individuals create their wills and other estate planning documents,...
It can take a lot of work to close an estate. Some California residents may not want to place that responsibility on a loved one or may not feel that a loved one wants to take on the role of executor. Fortunately, individuals can appoint almost anyone to handle their...
Incentive trusts can prove controversial for a few reasons. If you're considering one, it's important to consider how and when it may work -- and when it will not.An overview First off, let's define what an incentive trust does. You can pick incentives for your heirs....
