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.

There are several ways to execute estate planning documents when notarization is not an option due to COVID-19.

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.

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

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.

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...

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...

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...

Any good estate planning attorney knows that protecting your children from frittering away an inheritance is one of the main reasons for a spendthrift trust....

I’ll admit, deciding how to choose a guardian for your kids isn’t a lot of fun. Who wants to think about a situation where their young children are left to m...

I’ve been posting at least 2 articles per week all year. This week however, I have taken an intentional break. Here’s why: I’ve dedicated much of my week to w...

There are several different kinds of trusts that a trust attorney may use to accomplish a wide variety of purposes in creating an estate plan. Some are creat...

The estate planning attorney is familiar with this gentleman’s plan to avoid the “courtroom mumbo jumbo” described in the article “Estate planning workaround...

The question of whether an irrevocable trust can be changed or revoked comes up fairly often in estate planning. Sometimes circumstances change, and a trust ...

With the variety of options available today, it’s natural to wonder whether you really need a lawyer to make a will or create a living trust. After all, they...

Estate planning is crucial for a family with a special needs child, who may benefit greatly from a special needs trust to supplement government benefits. It ...

When it comes to estate planning with wills and trusts, fair does not always mean equal. Sometimes parents have good reasons for wanting to providing their c...