taxes
Using a QCD Can Ghost Your RMD
If you are giving to charity, give your RMD, and reduce your taxable income.
estate planning
Be Smart When Helping Your Parent with Her Finances
Protect yourself when helping your parent.
estate planning
Do You Need to File a Gift Tax Return?
When you should file a gift tax return (IRS Form 709).
trust administration
California Trust Administration - What Is It?
What you need to do when your loved one dies with a California living trust?
estate planning
How We Run Our California Estate Planning Law Firm
We are committed to California, and estate planning and trust administration are all we do.
estate planning
How to Set Up Your California Estate Plan
You need a California estate plan. Our attorneys will make it pleasant and easy.
estate planning
Have Your Parents Done Their Estate Planning?
Your parents need an updated living trust estate plan to avoid conservatorship and probate.
estate planning
Marley Had an Up To Date and Solid Estate Plan
Marley's estate plan named Scrooge his successor trustee, executor and beneficiary.