A successful virtual estate planning experience starts with a shift in mindset that in-person service is somehow superior (it isn't).

A clear and transparent discussion of living trust cost in California, and the options available to create one.

Estate planning is top of mind lately. This post explains what the fuss is about and how to get your estate planning crossed off your list.

Know when and why it is best to title your bank accounts inside your living trust so you can make the best decision for yourself.

Thanksgiving offers a unique opportunity to discuss estate planning with family. Here are some tips for starting a successful conversation.

A Living Will only covers one phase of life (Health Care), whereas a Living Trust covers three distinct phases in relation to your assets.

Although many thought is would pass, Senate Bill 378 will not be appearing on the 2020 ballot. There are currently no California Death Taxes payable by a Cal...

Estate planning often becomes top of mind when someone is diagnosed with Alzheimer’s or any type of dementia. Over the past year or so, I have spoken for th...

If you’re like most people, you opened that IRA many years ago. You may not have any idea who you named as your beneficiary. If you have a copy in your files...

We may enjoy watching courtroom drama in movies, TV and on stage, but when it comes to our own lives, most people will do just about anything to avoid an est...

There are many differences between a Will and a Living Trust. When clients begin the estate planning process, an initial decision to be made is whether to ce...

Clients often ask where they should keep their Will and Trust. Although some people ask their attorney to hold the original documents of their estate plan, F...

Marital property in community property states is owned by both spouses equally, according to nj.com’s recent article, “Does this house really become communit...

There are a number of estate planning strategies that can help preserve your assets, promote the transfer of wealth, and lessen the tax burden on you and you...

Let’s address the elephant in the room: the word “estate” in planning doesn’t have anything to do with the size of your home. It simply refers to a person’s ...

There are a number of issues in that arise for estate planning in second marriages, as discussed in the article “Estate planning documents for second marriag...

Many of our estate planning clients rely on social security as part of their income. Although we usually think of Social Security in terms of what a person q...

People who own real estate do their heirs a big favor by getting their estate planning in order. Having clear intentions laid out in a legal document helps t...

Estate planning with a will (as opposed to a living trust) often carries with it the need to involve a court process called probate to transfer assets out of...

Living Trusts have become an extremely popular estate planning tool, and for good reason. After all, a properly drafted and funded living trust can avoid pro...