We are still open to serve you and are accepting new business. To protect everyone’s safety in response to the Covid-19 virus, we are conducting all client meetings via telephone or video conference. Click here for important updates and details.
Most states do not make heirs pay inheritance taxes when getting assets as part of an estate plan. California is one of them. You do not have to worry about an estate tax at the state level. That said, it’s important to note that the laws are different across state...
Young adults usually think that they have plenty of time to think about things like estate planning. What they might not think about is that nobody knows when something will happen to them. Because of this, it’s imperative that all young adults get their estate plan...
If protecting and caring for your children is one of your most important priorities, you may also be concerned about how they will be cared for if something should happen to you. While this may be an unpleasant topic to think about, it is important to create a plan...
When it comes to choosing an executor for a will, many people who create them often go the default route. They automatically choose their oldest child to oversee this extremely responsible role of settling the estate, distributing assets, paying outstanding bills and...
You are trying to put together a solid estate plan so that you know that the people you love will be taken care of if you pass away. You also want to know that your wishes will be carried out if you are badly hurt or can no longer speak on your own behalf. Your...
For most parents, one of their biggest goals and achievements will be helping their children achieve independence by the time they are legally adults. Some young adults are ready to move out and start jobs when they turn 18, while others may need financial and social...
Over the coming decades, adults age 65 or older are expected to account for a quarter of the U.S. population. Millions of them will likely suffer from Alzheimer’s disease and related dementia. Many already are fighting this battle. This reality will force many younger...
Many people put off their estate planning when they’re single, either because they don’t have many assets or because they don’t know who they would leave them to. Some continue to neglect it after they get married, even as they gain more assets, just assuming...
When you’re handling estate planning tasks, you might realize that your loved ones are going to be hit with a costly estate tax. Unfortunately, this is something that you’ll have to address very carefully since there are only certain ways to do this lawfully. One of...
Legal terms can be confusing. Under California law, there is something known as a guardianship and something else known as conservatorship. While people often interchange the two words, technically, "guardianship" refers to children and "conservatorship" to an adult....
