Our blog includes posts about a wide range of estate planning topics, including trust-based estate plans, estate planning when you have a disabled adult child, planning as part of a blended family, and planning for charitable giving. To learn more, contact our office to discuss how we can help you create an estate plan that best fits your needs.
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To Buck the Third-Generation Curse, Focus on the Family StoryThe key is to motivate generations two and three to contribute to the family business in a productive way. You can look to Lawrence Welk's family as a prime example.
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Prepare Your Family for the Financial and Legal Aftermath of Your DeathTaking these steps now can help ensure your family isn't overwhelmed with uncertainty later on.
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Sophisticated Planning With Flexible Irrevocable TrustsA flexible irrevocable trust can minimize taxes on capital gains, ordinary income, estate tax and property tax.
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Becoming a Certified Specialist in Law in CaliforniaI have the privilege of holding dual certifications as a Certified Specialist in Taxation and Estate Planning, Trust, and Probate Law by the State Bar of California.
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Eight Goals to Jump-Start Your Financial Success in 2025To achieve your financial goals this year, you'll need to start with a clear vision and plan.
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Tony Bennett's Daughters Share Thoughts on How to Prevent Inheritance DisputesOther families, especially high-net-worth ones, can benefit from Johanna and Antonia Bennett's experience encountering estate disagreements.
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Wills Gone Wild: How to Avoid Estate Planning DisastersThese wills gone wild may be extreme examples of poor estate planning, but experts explain how easily a will can go to the dogs.
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You've Got a Trust: Now Who Should Be the Successor Trustee?You've set up a trust to protect your assets and your beneficiaries, but you still must choose the right person to execute your wishes. Here's how to do that.
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Three 'Yellowstone' Estate Planning LessonsWe can learn a lot from John Dutton's estate planning mistakes. Here are just a few that relate to families in general and family businesses in particular.
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12 Steps to Take Now for More Financial Success in 2025Why wait until January to get a head start on your goals?
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Kiplinger Retirement Report: How to Leave Money But Keep ControlWith a family trust, you can see that your legacy is spent how you want.
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Eight Signs You Might Be Ready to Start Investing in Real EstateConsider this expert advice before you make the leap into property management.