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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!

Attorney for Wills and Trusts

Different people have different estate planning needs, and there’s no...

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Irrevocable Trust Taxes

One of the primary goals of estate planning is to...

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Should You Serve as a Trustee?

It’s an honor when your friend or family member asks...

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Make These Financial Moves Before Your Baby is Born

When you have a little one on the way, there...

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Don’t Put Off Your Estate Planning!

It’s all too tempting to delay your estate planning—to say...

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When is it Time to Update Your Estate Plan?

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

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Help Your Millennial Child with Estate Planning

Once you reach age 60 or so, it’s only natural...

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What Should Millennials Know About Estate Planning?

Something we feel strongly about is that estate planning is...

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Get Your Family Talking About Estate Planning

Estate planning isn’t something you should try to do all...

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Avoid Family Tension in Your Estate Planning

Estate plans aren’t only meant to benefit you; they are...

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8 Essential Steps for Effective Estate Planning

We’re in the part of the year when many individuals...

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Innocent Mistakes That Can Foil Your Estate Plan

As general advice, we’d say it’s always best to establish...

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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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