Phone

Archive for Category: Blogs

The Question Every Father Thinks He’s Answered (But Hasn’t)

There are two kinds of fathers. The first kind coaches the games, makes it to the school plays, stays up late helping with the projects,

When You’re Named Trustee, the Clock Is Already Running

Most people accept the role of successor trustee because they love and trust the person who asked them. That’s the right reason to say yes.

When Business Succession Planning Goes Wrong, It’s Usually Preventable

Most California business owners have a plan, at least in their heads. The problem is that a plan in your head doesn’t hold up in

Why Most California Estates End Up in Probate — And How to Avoid It

Probate is one of the most expensive and time-consuming legal processes a California family can face after losing a loved one. What surprises most people

How to Choose the Initial Trustee of Your Trust

When you establish a trust, you nominate someone to be the trustee. If you are creating a revocable living trust, you will likely be the

Creative Uses for a Loved One’s Stuff

The average American owns a great deal of stuff: toys, clothing, furniture, shoes, jewelry, dishware, tools, knickknacks, gadgets, books, papers. Trinkets from trips we may

Estate Planning for High-Net-Worth Families in Newport Beach

Key Takeaways The estate tax exemption will rise to $15 million per individual in 2026, but advanced planning is still essential to avoid the 40%

How to Get Organized to Meet with Your Estate Planning Attorney

How to Get Organized to Meet with Your Estate Planning Attorney You have decided to meet with an estate planning attorney to get your affairs

Wills vs. Trusts: How to Choose the Right Tool to Protect the People You Love

When you begin thinking about estate planning, one of the first questions you might ask is whether you need a will, a trust, or both.

Avoid Living Probate: How to Keep Guardians and Conservators Out of Your Estate

While many proactive individuals understand the importance of having a comprehensive estate plan, they often assume that their plan addresses only what happens after they

Contact Us Today