California Probate Calculation Guide
Jul 13, 2024
We prepared this guide so you can be prepared with the estimated costs to go through California Probate. Please reach out to us if you are facing the following situations:…
What Will Probate Cost Your Family?
Jun 23, 2024
Estate planning can be an uncomfortable subject for some to contemplate. After all, even if the idea of passing your property and assets on to your loved ones after you’re…
Cryptocurrency and Estate Planning
Jan 18, 2024
As a relatively new asset class, cryptocurrency is only beginning to be a consideration in estate planning. For its fans, the decentralized nature of cryptocurrency is one of its benefits—no…
Marital Share Funding Options
Oct 02, 2023
When couples are planning how their estate will be distributed to their beneficiaries, one common goal is to maximize the amount that can pass to their heirs by minimizing estate…
But, would you live for them?
Jun 30, 2023
But, would you live for them? Dear Friends, As an estate planning lawyer, I deal with death everyday. Everyday, people in my life die, and our office gets “the call.”…
What to do when a Loved One Dies?
Apr 18, 2023
“First of all, breathe, because nothing on this list is worth losing your peace of mind. Take time to grieve and be with your family. Decisions made when you’re dealing…
2023 Tax Strategies
Apr 10, 2023
Nobody likes inflation, but recent high inflation has produced a silver lining in terms of increased exclusions to the estate and gift tax exclusion amounts for 2023. While this is…
Trust and FDIC Insurance: How Much is Covered?
Mar 13, 2023
With the sudden closures of some major regional and industry-specific banks, many people are worried about their FDIC coverages for accounts held in trust. This is a good opportunity to…
Proposition 19: The Aftermath
Jun 01, 2021
Proposition 19 was a highly contested ballot measure during the recent election, narrowly passing with 51% approval. The proposition was marketed as a solution to benefiting wildfire victims and the…
Considerations When Creating a Power of Attorney
May 24, 2022
What is the purpose of a Power of Attorney? If you are an adult with capacity, you, as the Principal, have the right to designate an Agent, sometimes called an…
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