The #1 Reason People Don't Do Estate Planning

Our firm has been doing estate planning for over 28 years. Over that time, we have learned that the #1 reason people ...

California No Contest Clause

No contest clauses are presently valid in a limited way in California. California courts have ...

Gabi Aboujaoude 9 min read

California Estate Planning Taxes

Our clients often ask us about estate taxes. They want to know how they can set up their living trust estate plan to ...

How to Help Your Parent as She Gets Older

As your mother of father get older, they may need your help. 

Banks Don't Like Durable Powers of Attorney

Durable Powers of Attorney are important documents in a California estate plan. They are used when someone is no ...

A Great Estate Plan Can't Fix a Broken Family

A thoughtful and well written living trust estate plan can do a lot of things:

How to Name Your IRA Beneficiaries

Make sure you correctly name the beneficiaries of your IRA so your estate plan will work and your trust ...

Why You Need a Financial Advisor for Estate Planning

Financial advisors are very valuable to help you invest and manage your money and retirement plans. But financial ...

Recapture the Stretch-Out IRA with a CRT as Beneficiary of Your IRA

With the advent of the SECURE Act, leaving your IRA to your children is not as great as it used to be.