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Media & Blog

California Estate Planning

Below please find informative videos on different aspects of Estate Planning, Trust Administration and Estate Tax Planning. Do not forget to subscribe to our YouTube Channel!

6 Reasons to Revisit Your Estate Plan Under the New Tax Law

The passage of the Tax Cuts and Jobs Act has...

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Signs of an Ineffective Estate Plan

Not all estate plans are created equal. Estate plans that...

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You Don’t Have to Be Rich to Benefit from Estate Planning

There are a number of common misconceptions about the estate...

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What’s the Biggest Barrier to Estate Planning?

Estate planning isn’t always easy. From a legal and financial...

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Estate Planning: A Timeline

Estate planning isn’t something you do just once, as you...

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Bitcoin and Estate Planning

A key part of estate planning is accounting for all...

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Should You Do Your Own Estate Planning?

While you certainly can handle your own estate planning, that...

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How Divorce Impacts Estate Planning

One of the keys to proper estate planning is reviewing...

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5 Estate Planning Documents for Business Owners

Business owners tend to focus on ways they can grow...

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Estate Planning 101: A Checklist

There are many people who understand the importance of estate...

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Myths and Misconceptions About Estate Planning

Estate planning is all about the legacy you leave for...

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Should You Hire an Estate Planning Professional?

Estate planning—like household plumbing or electrical repair—is something that you...

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When Should You Update Your Estate Plan?

One of the most common misconceptions about estate planning is...

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Estate Planning for Unmarried Couples

For a number of reasons, more and more couples are...

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Estate Planning Matters—Even if You Don’t Have an Estate

In some ways, “estate planning” may be a bit of...

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What Every Family Should Know About Estate Planning

Estate planning isn’t just for the old or for the...

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Including Digital Assets in Your Estate Plan

Not all of your assets are physical in nature; many...

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Estate Planning for Digital Assets

Do you worry about your Digital footprint? Wonder what happens...

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