Blog & Resources
Estate Planning Articles, Legal Updates, and Educational Resources
Capital Gains vs Estate Tax
Understanding the Estate Tax and Capital Gains
One of the goals of an estate plan is to avoid unnecessary taxes, whether the source of that tax is...
Estate Planning
Retirement Trust Lawyers Helping to Set Up Your Beneficiaries For Your Qualified Retirement Accounts
When it comes to estate planning, your qualified retirement account (i.e. your IRA, 401(k), etc.) is usually the most overlooked...
Estate Planning
Estate Administration Attorneys Helping Families and Their Loved Ones Throughout California
When a loved one passes away and you’ve been named as the trustee, not only is it heartbreaking, it can...
Estate Planning
Are Your Emergency Documents Available When the Emergency Occurs?
Making certain that you have an Advance Health Care Directive designating the person you want to make health care decisions on your behalf...
Estate Planning
The Seven Disability Questions That Must Be Answered When Setting Up a Trust in California
In every set of Trust documents that we prepare, there are seven questions that must be answered dealing exclusively with disability...
Asset Protection
Asset Protection Lawyers Helping Families Throughout California
Most of the time when people hear the word “living trust” they think about avoiding probate. And while that’s definitely...
Estate Planning
Trust Lawyers Helping Families Throughout California Plan for their Futures
A trust is a legal entity that you create to hold your assets during your lifetime. When you create a...
Estate Planning
The New SECURE Act
With the arrival of each new year comes a set of new laws. This article will discuss two new laws...
Estate Planning
The Federal Estate Tax vs. The Capital Gains Tax
Avoiding the two “death” taxes, Federal Estate Tax and Capital Gains Tax, is a lot like playing “Whack-a-mole.”If you have...