• Why Do I Need to Plan My Estate?

      Planning your estate requires much more than just figuring out your will. The purpose of an estate plan is to help you understand your financial needs and ensure your heirs are provided for in the ...

      Read More
    • New CA Law Allows Easy Way to Keep Homes Out of Probate

      In September 2015, California Governor Jerry Brown signed a bill into law allowing Californians to use revocable transfer on death deeds for real estate. Otherwise known as a "Poor Man's Trust," these ...

      Read More
    • Be Careful When Leaving Monetary Gifts to Caregivers

      Elderly people who receive care in their home or in a nursing facility sometimes have a desire to leave a monetary gift to a caregiver. While this is a perfectly reasonable and understandable desire, ...

      Read More
    • Why Do I Need to Plan My Estate?

      Planning your estate requires much more than just figuring out your will. The purpose of an estate plan is to help you understand your financial needs and ensure your heirs are provided for in the ...

      Read More
    • States in Which Not to Die

      STATES IN WHICH NOT TO DIE Under recently passed federal law, families of individuals who die in the year 2013 with estates valued at less than $5,250,000 will not have to pay a federal estate tax. ...

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    • Why Do I Need to Plan My Estate?

      Planning your estate requires much more than just figuring out your will. The purpose of an estate plan is to help you understand your financial needs and ensure your heirs are provided for in the ...

      Read More
    • States in Which Not to Die

      STATES IN WHICH NOT TO DIE Under recently passed federal law, families of individuals who die in the year 2013 with estates valued at less than $5,250,000 will not have to pay a federal estate tax. ...

      Read More
    • What to do about inheritance disputes or hostile estate actions of others?

      Don't allow yourself to drown in a tsunami of confusion that swirls around family feuds, will contests, lawsuits, petitions, attorney notices, probate court filing requirements, irresponsible ...

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    • So, You Inherited an IRA From Your Dad...

      If you recently inherited an individual retirement account (IRA) from someone other than your wife or husband, you will need to make certain decisions about where to deposit the funds and what taxes ...

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    • Be Careful When Leaving Monetary Gifts to Caregivers

      Elderly people who receive care in their home or in a nursing facility sometimes have a desire to leave a monetary gift to a caregiver. While this is a perfectly reasonable and understandable desire, ...

      Read More
    • Why Do I Need to Plan My Estate?

      Planning your estate requires much more than just figuring out your will. The purpose of an estate plan is to help you understand your financial needs and ensure your heirs are provided for in the ...

      Read More
    • New CA Law Allows Easy Way to Keep Homes Out of Probate

      In September 2015, California Governor Jerry Brown signed a bill into law allowing Californians to use revocable transfer on death deeds for real estate. Otherwise known as a "Poor Man's Trust," these ...

      Read More
    • Fight Over Spanish Will Shows Value in Probate Attorneys

      The four daughters of industrialist Julio Muñoz Ramonet have been locked in a court battle with the Spanish city of Barcelona for over two decades over the validity of their father's. Why? His most ...

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    • New CA Law Allows Easy Way to Keep Homes Out of Probate

      In September 2015, California Governor Jerry Brown signed a bill into law allowing Californians to use revocable transfer on death deeds for real estate. Otherwise known as a "Poor Man's Trust," these ...

      Read More
    • Why Do I Need to Plan My Estate?

      Planning your estate requires much more than just figuring out your will. The purpose of an estate plan is to help you understand your financial needs and ensure your heirs are provided for in the ...

      Read More
    • Be Careful When Leaving Monetary Gifts to Caregivers

      Elderly people who receive care in their home or in a nursing facility sometimes have a desire to leave a monetary gift to a caregiver. While this is a perfectly reasonable and understandable desire, ...

      Read More
    • States in Which Not to Die

      STATES IN WHICH NOT TO DIE Under recently passed federal law, families of individuals who die in the year 2013 with estates valued at less than $5,250,000 will not have to pay a federal estate tax. ...

      Read More