The Secure Act significantly alters the way retirement accounts can be used for estate planning. Several steps should be considered or taken

Many people don’t understand that their will (or trust) doesn’t always control all of their assets. Some of a person’s assets pass by ben...

Avoiding probate is a major estate planning objective of many California individuals and families. Probate is the legal court process nec...

When looking into charitable giving, it can easily become overwhelming. Talking to an experienced estate planning attorney can help make ...

Updating your estate plan after a divorce should be at the top of your must do list. Forbes’ recent article, “9 Things You Need To Know A...

Estate planning is fairly easy to do. That said, it is also very easy not to do (as evidenced by the statistics on the subject). Therefor...

If you’re concerned about family conflict after you pass away, you must have an estate plan to minimize that potential for conflict by ma...