097: Estate Planning Lessons from the Rich and Famous
2 years ago
Estate Planning
096: Estate Planning: House Edition
2 years ago
All About Taxes with an Estate Planning Flair: Part I
In a famous quote by Benjamin Franklin, “nothing can be said to be certain, except…
2 years ago
What Important Documents Should You Always Keep Handy?
As estate planning and trust administration attorneys, we run into quite a few issues regularly…
2 years ago
090: Choosing a Trustee – How to Get It Right
2 years ago
Estate Planning and Capacity: Common Conditions that Can Mimic Dementia
When completing any estate planning, including a trust, will, power of attorney, or health care…
2 years ago
New Duties for Successor Trustees When Settlor is Incapacitated
Effective January 1, 2022, California Probate Code Sections 15800 and 16069 are amended by Assembly…
2 years ago