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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Leveraging a Limited Liability Company in Your EstateAdding a Limited Liability Company (LLC) to your estate plan is one strategy to reduce liability and protect your assets.
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Why Keeping Your Classic Cars in a Trust is Smart Estate PlanningOwning a collectible car in your name exposes you to liabilities that could result in losing the collection in a lawsuit.
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Last Will and TestamentA will is a legal document that tells the court how you want your property to pass to your loved ones and sometimes your favorite organizations or charities.
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What Are Revocable Living Trusts and How Do They Work?Living Trusts are the foundational documents in almost all well-crafted estate plans.
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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.
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Estate Planning Considerations for Age Gap CouplesThe 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.
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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.
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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.
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Equal Love but Different Needs - Parenting When You Are GoneHow do you financially plan for your children's future in the event you are not around?
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Estate Planning and Mental Health IssuesThere is no shame in acknowledging a mental health illness and planning for mental health issues should be part of your estate planning strategy.
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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.
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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.