Blog

How to Make Charitable Giving Part of Your Estate Plan
What do you want your legacy to be? That’s one of the key questions involved in estate planning. Your legacy is the impact

State vs. Federal Estate Planning Laws: What You Should Know in California
Navigating the intricacies of estate planning can be complex, especially when considering the interplay between state and federal laws. In California, understanding these

Family Business Succession Planning in California: What to Know
When it comes to family business succession planning in California, the process is as unique as the businesses themselves. Unlike conventional corporate transitions,

Checklist for Planning Your Estate This Holiday Season
The holidays are best spent with family and friends. Most people take time out of their busy schedules to spend at least a

What You Should Know About Disinheriting Someone in California
While it’s never the preferred outcome, in some cases, you may find it necessary to disinherit someone when drafting your estate plan. However,

Ethical Considerations in California Estate Planning and Administration
Estate planning and administration in California is a critical process that involves making decisions about the distribution of an individual’s assets after their

How Does Life Insurance Affect Probate?
When a loved one passes away, families in California often face the complex and emotional task of managing their affairs. One crucial aspect

How to Talk About Estate Planning With Your Parents
Estate planning is a crucial but often challenging conversation, especially when it involves broaching the topic with aging parents. As adult children, initiating

What Is a No-Contest Clause?
When creating a last will and testament in California, individuals often include provisions to ensure their wishes are carried out after their passing.

Beyond Wills and Trusts: Tools to Make Your Estate Plan More Robust
Many people believe a solid estate plan consists of a will and possibly a trust. While that’s an excellent start, wills and trusts
Categories
- Beneficiaries (1)
- Blog (4)
- Estate Administration (22)
- Estate Planning (106)
- Firm News (1)
- Inheritance (1)
- Investments (1)
- Legal Guardianship (2)
- Life Insurance (1)
- Probate (23)
- Succession Planning (1)
- Trust Administration (1)
- Trusts (33)
- Uncategorized (17)
- Wills (32)