Estate Planning after Divorce
Divorce will involve serious and important questions related to minor children, division of assets, and financial support. Often,…
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…
What Every Estate Planner Should Know About Planning for Non-US Citizens
Pablo and Lena Rodriguez are wealthy South Americans who have three children, ages 18, 17, and 15, who…
Recent Developments in Estate and Tax Planning . . . and What to Expect in 2015*
2014 was a relatively quiet year by historical standards, but there were nonetheless some major cases and pronouncements…
The First Seven Steps to Take After the Loss of a Loved One
Dealing with the loss of a loved one can be traumatic. At best, it is a difficult and…
Five Essential Things Every Adviser Must Know About Estate Planning & Elder Law*
*This is an abbreviated version of Bradley Erdosi’s article originally published in the OC Lawyer magazine. Estate planning,…
You Don’t Have It Made Unless It Is Protected
By: Jeffrey R. Matsen Recently we have had several clients who have come to us for estate, income…
Planning for Pets
For many pet owners, pets are members of the family. These individuals sometimes say that if something happens…
Identifying Hidden Risks Creates Sales Demand
The world changes; clients’ circumstances change; motivations and interests change. As these changes occur—often gradually—“hidden” risks emerge that…