How To Choose A Professional Fiduciary

Our firm has seen countless situations where a professional fiduciary could have saved a client thousands or even millions of […]

Debunking 5 Estate Planning Myths

As an Estate Planner, I’ve heard my fair share of Estate Planning misconceptions over the years. In this blog post,

Are you considering using a trust in your California Estate Plan? If so, you may be wondering: What’s the difference

Creating an Estate Plan doesn’t have to be complicated. The first step is to thoughtfully evaluate your desires for the

Chadwick Boseman, the beloved star of “Black Panther”, recently became the latest celebrity to die without an Estate Plan. When

So you’re getting married. Congratulations! Becoming engaged is often an exciting and busy time. There’s a wedding to plan, perhaps

A few years ago, we had a client who came to us after her husband had a stroke and became

When it comes to Estate Planning gifting strategies, we commonly hear questions like: Can you give away your estate to

Many people throughout the U.S. and around the world are concerned about contracting the COVID-19 coronavirus. People are concerned about

What is trust “decanting” and how can it help you? Effective January 1, 2019, the California legislature enacted SB 909,