INTRO: After many attempts during recent years, the California legislature recently passed, and the governor signed, an interesting new...

INTRO: I spend most of my time helping clients establish and update their estate plans so that they can efficiently pass on assets to...

The focus of this blog post is on some of the more important steps people can take to: a) mitigate their fear of lawsuits – an...

In Part One of this series, we discovered that some beneficiaries do not receive adequate communication about their inheritance, while...

Too often, beneficiaries do not receive adequate communication about their inheritance. Beneficiaries have rights and they need not sit...

INTRO: Estate Planning is not static nor is it an individual endeavor. Estate Planning evolves over time. It’s a “team sport”. If you...

INTRO: In Part One of this series, we started to explore how you should consider the limited liability benefits of forming a business...

INTRO: Well intentioned people are frequently short-sighted when it comes to estate planning. In this article, I’ve highlighted a few...

INTRO: I spend most of my time helping clients establish and update their estate plans so that they can efficiently pass on assets to...

INTRO: Estate planning for blended families can be complex, sensitive and difficult. Here, I will explore a few potential strategies that...

INTRO: In the course of handling a trust administration for two brothers whose parents had died, an issue arose about the parents’ safe...

In Part One of this series, we discovered that some beneficiaries do not receive adequate communication about their inheritance, while...