estate planning
Do You Need to File a Gift Tax Return?
When you should file a gift tax return (IRS Form 709).
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estate planning (3)
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.
estate planning
Why Leave Your Children an Inheritance?
If you have the means, would you get more joy out of giving while you are alive?
estate planning
Don't Name Your Living Trust as IRA Beneficiary
Keep It Simple. Name Individuals as Your IRA Beneficiaries.
estate planning
7 Reasons Why a Living Trust is Better Than a Transfer on Death Deed
Be careful. Transfer on death deeds are not the quick fix some think they are.
estate planning
A Letter to My Dad's Financial Planner
Your clients lean on you for their estate planning. This is a big responsibility, and if it's not done right, the consequences are dire.