» Updating Your Estate Plan

Is your California Estate Plan Up to Date?

Big life changes for any Californian may affect your estate plan. You should check your estate planning documents every so often, to make sure they’re still good, especially with big life changes like births, marriages, divorces, and moving to anot… 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  If so, your documents are likely terribly out of date.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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Why You Need a Revocable Trust

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
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You Just Bought a Home – Make Sure Your Asset Is Protected

Even if you have a will, a house in California usually must go through probate. A trust avoids probate. California probate fees are set by statute and are set according to the value of the house regardless of the amount still owed on the house. Read More
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What Happens to Your Business When You're Gone

Preparing your small business for your incapacity or death is vital to the survival of the enterprise. Proactive financial planning -- including your business and your estate plan -- is key. Read More
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