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Out of the Frying Pan into the Fire

In the midst of all of the talk about potential federal estate tax repeal, many individuals have elected…
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Major Estate Planning Mistakes by Celebrities

Because of some very obvious and egregious mistakes made by famous celebrities with respect to Estate Planning, all…
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Asset Protection Planning

Many times we think of Asset Protection Planning only with respect to potential creditors who might sue us. …
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California Transfer on Death Deeds: The Good, the Bad and the Ugly

Sarah Spenless is an elderly widow with just one asset holding value: her home, which is worth $500,000.…
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New Medi-Cal Estate Recovery Law: Another great reason for a revocable living trust

California’s current Medi-Cal recovery rules are primed for a big change. Governor Jerry Brown has signed into law…
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Is An Attorney Necessary For Trust Administration If Everyone Agrees?

It is common for people to feel that if they have a revocable living trust, they will not…
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Charitable Giving Through Prepared Trusts

You Can’t Take it With You (But you can control its course) Bill Gates famously noted that philanthropy…
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Implications of New Leadership in the White House

Regardless of the outcome of this election, we can be certain that the future of estate taxes is…
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Estate Planning after Divorce

Divorce will involve serious and important questions related to minor children, division of assets, and financial support.  Often,…
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What to Look for in an Estate Planning Attorney

You probably realize that you need estate planning of some kind, whether it’s a simple document naming someone…