Estate Planning
Estate Planning Series: Advanced Health Care Directive
Similar to a Financial Power of Attorney, a Medical Power of Attorney, sometimes referred to
October 7, 2021
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Latest News About Estate Planning
Estate Planning
Estate Planning Series: Financial Power of Attorney
A Financial Power of Attorney, sometimes referred to as a Durable Power of Attorney, is
October 1, 2021
Estate Planning
Estate Planning Series: Pour-Over Will
A pour-over will accompanies a revocable living trust in a well-crafted estate planning portfolio. The
September 21, 2021
Estate Planning
Estate Planning Series: Why You Need a Revocable Living Trust
Probate is a lengthy and expensive process that is governed by the California Probate Code,
September 15, 2021
COVID-19 Updates
How the Covid-19 pandemic has changed the way we think about estate planning.
In the field of estate planning, we’ve witnessed a shift in the way many of
September 2, 2021
Estate Planning
Is a Grantor Retained Annuity Trust Right For You?
A Grantor Retained Annuity Trust (“GRAT”) is an irrevocable trust that is used to allow
August 17, 2021
Estate Planning
Don’t Forget to Execute Your Powers of Attorney Before Heading Back to School!
What is a Power of Attorney? Financial and Medical Powers of Attorney are important estate
August 11, 2021
Estate Planning
Should a Charitable Remainder Trust be a Part of Your Estate Plan?
In recent years, clients have approached us with questions about how to prepare their estate
April 29, 2021
Estate Planning
Congratulations to Our Class of 2021!
It is that time of the year again. Congratulations to our graduating class of 2021!
April 8, 2021
Estate Planning
Larry King leaves a Legacy and a Handwritten Will
Many of us know Larry King as the charismatic and enticing American television host. On
February 22, 2021
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