» Getting started with an estate plan

Giving Thanks by Giving the Gift of Planning

As an estate planning attorney, I am lucky to be able to help guide clients as they thoughtfully plan for their loved one’s futures. Estate planning is an act of love, a gift that an individual passes on after they have gone. Read More
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What Kind of Trust Fits Your Needs?

This is a common question we hear and at Decarli Law we can help. Read on for information to help determine whether you need a trust and, if so, what kind fits your specific situation. For example, maybe you have a disabled child and you want a trust… Read More
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How to Discuss Finances and Estate Planning with Aging Parents

The conversation may be difficult, but it is essential that as your parents age, you have conversations with them about their finances. To broach the topic, you might bring up current events like the coronavirus pandemic, its effect on economic condi… Read More
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Millennials Are More Fiscally Conservative Than You Think

Millennials include fiscally conservative, savings oriented, and future planners seeking financial freedom as core attributes. A large part of millennials’ formative years was influenced by the US sub-prime mortgage crisis beginning in 2007, sh… Read More
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Priorities, Perspective, and Perseverance

My "new normal" is online estate planning by video or telephone. Like many of you, I have spent a lot of time in recent weeks re-evaluating my priorities, shifting my perspective, and creating a plan to persevere. Read More
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Update For Our Clients and Friends

Getting a will or trust, healthcare directive, power of attorney -- it can all be done online and by telephone, anywhere in California. Read More
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Estate Planning Process: What to Expect

Our goal is to create the best possible estate plan for you. To achieve that, we spend as much time as we need to get to know you, your family’s circumstances, and to thoroughly understand what your goals are. Read More
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Vacation Checklist: Get Things in Order!

We do a lot of "last-minute" estate plans for people who planning a trip (or who are having surgery). People think they don't have time. It is my job to make the process as easy as possible for you. Read More
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Your Estate Plan Needs a Checkup!

Were your documents signed in the 80s or 90s, or the early 2000s?  If so, your documents are likely terribly out of date. Federal estate taxes, gift taxes, and generation-skipping transfer taxes went through major changes during these years.   Read More
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Choosing Your Successor Trustee

Who should you choose to be your successor trustee? If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs.  Eventually, someone else will need to step in when you are no… Read More
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