» Getting started with an estate plan

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

Getting a will or trust, healthcare directive, power of attorney -- it can all be done online and by telephone, anywhere in California. Read More

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

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

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  If so, your documents are likely terribly out of date.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

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

Creating a revocable trust gives you flexibility over your assets while you’re alive and also clearly states your intentions should you become incapacitated and unable to manage your affairs, as well as after your death. Read More

Transfer on death or payable on death accounts sound great at first glance - exactly because they are so easy to set up. However, there may be problems ahead for your beneficiaries if their circumstances change in any way. Read More