In our regularly updated blog, we discuss topics such as why everyone needs an estate plan, what common mistakes to avoid, and when your plan should be updated. Review our posts to learn more about the world of estate planning, then call to schedule a consultation with our experienced estate planning and asset protection attorney.
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How Can You Put a Value on a Stay-at-Home Parent? A stay-at-home parent's true value is oftentimes overlooked and underappreciated. Their unexpected death can leave a family shaken and unprepared. -
Estate Planning Considerations for Age Gap Couples The number age gap couples is increasing with celebrity and everyday couples. And while we may not choose who we love or their ages, a significant age gap between couples is a crucial factor in financial and estate planning. -
Do You Need a California Qualified Personal Residence Trust? If your estate value is near the exemption threshold you may want to consider a Qualified Personal Residence Trust as an estate planning tool. -
Do You Need a California Qualified Personal Residence Trust? If your estate value is near the exemption threshold you may want to consider a Qualified Personal Residence Trust as an estate planning tool. -
Equal Love but Different Needs - Parenting When You Are Gone How do you financially plan for your children's future in the event you are not around? -
Estate Planning and Mental Health Issues There is no shame in acknowledging a mental health illness and planning for mental health issues should be part of your estate planning strategy. -
Are Family Limited Partnerships under Attack? A popular and powerful estate planning tool, the Family Limited Partnership, may be under attack by the Biden administration. -
How Remarriage Affects Your California Estate Planning? You and your spouse likely signed several estate planning documents together, or for the benefit of each other and your family. Now it's time to untangle those. -
How Estate Planning Strategies Could Be Impacted by Election Outcome Many people benefit from estate planning tax benefits, such as the estate and gift tax exemption limit and the step-up in basis, but that all can change. -
Protect Your Life Partner With a California Estate Plan You don’t have to be married to protect your partner. The right estate planning documents can protect your partner’s financial interests. Learn more here.