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.
It's important for every adult in California to have some kind of estate plan in place. This can be as simple as designating beneficiaries on insurance policies and writing a will. For small business owners, it's important to have two sets of plans in place. The first...
In California, there are seven types of trusts. These include the six that go into effect at the time of an individual’s death and comprise life insurance, marital, minor's, testamentary and special needs trusts. The two types of living trusts in California are the...
Asset protection techniques include the steps an individual can take to avoid the potential loss of property when targeted by a lawsuit. These techniques can be important to understand for people living in a litigious state like California. The foundation of asset...
When a person with a will passes away, the will must be filed in probate court before assets listed in the will can be distributed. When the will is filed in probate court, it becomes public, and interested parties have an opportunity to contest the will. In...
Marriages come with many changes, and you should update your estate plan to reflect this happy event in your life. However, if you or your spouse have children from a prior relationship, you should take additional steps to protect their inheritance. Who will act as...
