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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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.