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Providing Children with an Unequal Inheritance
When it comes to estate planning with wills and trusts, fair does not always mean equal. Sometimes parents have good reasons for wanting...
3 min read


Will or Trust? Which is better?
You have likely heard the words “will” and “trust” as part of estate planning. What are the differences between the two, and how do you...
3 min read


Farmers, Don’t Make These Five Estate Planning Mistakes
Estate planning for farmers and ranchers can involve many pitfalls for the unwary. First mistake: some farmers think they don’t have to...
3 min read


Estate Planning to Pass Along Your Prop 13 Tax Base
An important and often overlooked estate planning goal is to structure our estate plan in a way that allows our loved ones to inherit our...
3 min read


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


Estate Planning if You’re Childless
Estate planning is a very personal process. If you’re childless, it’s actually much more important to have an estate plan than you might...
3 min read


Estate Planning for New Parents
Estate planning is something new parents need to put at the top of their must do list. I know you may be sleep-deprived, overwhelmed, and...
2 min read


Should I Put My Firearms in a “Gun Trust”?
If you own a gun or are a gun collector, although you likely have heard the term “gun trust,” you may not know what it is, how it works...
2 min read


California Estate Tax May Reach 2020 Ballot
Estate taxes have been less and less of a concern due to the steadily increasing exemption, which is currently $11.4 million per...
2 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...
3 min read


Talk to an Estate Planning Attorney About Tax Cut Act
Estate planning attorneys advise meeting about how the Tax Cuts and Jobs Act could affect your taxes. If you haven’t had a talk with your...
3 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...
2 min read


What are the 3 “Must Have” Estate Planning Documents?
What important estate planning documents does a person need? Estate planning attorneys (such as the author) are the best qualified to...
3 min read


Is This the Golden Age of Tax-Free Gift Giving?
There’s a time limit on the current opportunity for tax-free giving. It expires after tax year 2025 (unless Congress alters the...
2 min read


What is an Irrevocable Life Insurance Trust?
As part of an overall estate planning strategy, says JD Supra in the article “Estate Planning: The Irrevocable Life Insurance Trust,” an...
2 min read


Responsibilities of a Financial Power of Attorney
The concept of a Power of Attorney (POA) sounds simple, but there is a lot to know about this important part of an estate plan, says the...
3 min read


How to Incorporate Charitable Giving into an Estate Plan
When looking into charitable giving, it can easily become overwhelming. Talking to an experienced estate planning attorney can help make...
2 min read


No Estate Taxes? You May Still Need Life Insurance
Increases in the estate tax exemption (up to $11.4 million per person as of the date of this writing) has an impact on how some people...
3 min read


How Do I Find the Right Estate Planning Attorney?
When looking for an estate planning attorney, many people feel more comfortable with getting a personal referral than by trying to find...
2 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...
3 min read
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