top of page


4 min read
The Flexible Estate Tax Planning Trust
"In this world, nothing is certain except death and taxes." - Benjamin Franklin When it comes to estate taxes (otherwise referred to as...
123 views


4 min read
New Law Increases Asset Protection for California Homeowners
California law allows homeowners to protect a certain amount of equity in their homes from if they are sued or file for bankruptcy....
231 views


7 min read
Estate Planning After the Secure Act
The Secure Act significantly alters the way retirement accounts can be used for estate planning. Several steps should be considered or taken
266 views


3 min read
Reasons for a Spendthrift Trust? Think Asset Protection.
Any good estate planning attorney knows that protecting your children from frittering away an inheritance is one of the main reasons for...
29 views


2 min read
Using Special Needs Trusts in Estate Planning
Estate planning is crucial for a family with a special needs child, who may benefit greatly from a special needs trust to supplement...
9 views


3 min read
Inheritance Trusts Protect Children and Give You Control
Inheritance trusts are used to maintain some level of control in how assets of any size are passed on to and used by another person...
91 views


2 min read
Estate Planning Can Help Protect Your Independence
When most people think of estate planning, they think about money or other assets. But we all have a much more important asset than...
11 views


3 min read
Should I Create My Will Online?
More than 50% of Americans don’t have a will, according to a 2017 survey by Caring.com. A U.S. News & World Report’s article asks “Should...
8 views


3 min read
Should I Have a Trust?
Trusts are often associated with the very wealthy, who want to pass on their wealth to future heirs. However, there are many good reasons...
34 views
bottom of page