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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!

10 Simple Steps to a Foolproof Estate Plan

Many individuals never think about how their possessions will be...

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5 Reasons to Have an Estate Plan

When it comes to the benefits of estate planning, it’s...

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Napa Valley Wineries and Vineyards: Estate Planning for Farmers

Estate planning encompasses many different segments of the populations—from “ordinary”...

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Even Celebrities Make Basic Estate Planning Mistakes, But You Don’t Have To

Statistics show that basic estate planning mistakes are common—and not...

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Estate Planning Strategies to Keep Assets Within Your Family

Generally speaking, people want their material assets to remain in...

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When End of Life Planning Becomes Urgent

Receiving a sudden, terminal diagnosis can come as a shock—not...

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Understanding Living Wills

Estate planning isn’t just about having a will—though that’s certainly...

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The Estate Executor’s Duties

Estate planning isn’t just about divvying up your assets or...

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Estate Planning for New Parents

Estate planning is all about preparing for the future—and that...

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Leaving a Legacy—Even if You Don’t Have Kids

All of us are interested in leaving a legacy, and...

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Immigration and Estate Planning for Non-Resident and Non-Citizens

In the United States, laws related to wills, transferable assets,...

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Start Estate Planning When You’re Still Young

When you’re young—just starting out in your career, maybe, or...

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Having “The Talk” About Estate Planning with Elderly Parents

Nobody likes talking about mortality. It’s an uncomfortable thing to...

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Where to Start with Estate Planning

Estate planning isn’t necessarily an easy thing to discuss. For...

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How Divorce Impacts Your Estate Planning

When you’re in the thrall of a new marriage, it...

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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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