Estate Planning / Probate

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Estate planning is how you prepare your family’s financial security. Every family’s estate planning needs are unique. Our firm will carefully analyze your situation and provide individualized estate and tax planning advice. We offer a full range of estate planning services, including simple wills, living trusts, insurance trusts, charitable trusts, special needs trusts, powers of attorney and family partnerships. We also provide probate representation in all California courts.

Learn More About Estate Planning & Probate

What NOT to Do with a Family Limited Partnership (FLP)

The United States Tax Court recently held, in the case of the Estate of Reichardt, 114 TC No. 9 (2000), that...

Estate Planning for Divorced Families

Divorced parents face a wide range of unique estate-planning problems. Understandably, the divorce itself usually eclipses any estate planning needs. Often...

Estate Planning and Your IRA

There was, and continues to be, a great amount of confusion regarding the estate tax implications of individual retirement accounts, including...

Understanding Life Insurance Trusts

Benefits of a Life Insurance Trust Provides immediate cash to pay estate taxes and other expenses after death. Reduces estate taxes...

Naming Your Child’s Guardian

If you have children who are under the age of eighteen, you will want to consider naming a guardian for them...

Understanding Living Trusts

What is a Living Trust? A “living trust” is a revocable living trust. A trust is a written legal agreement between...

What Is Probate?

1. The Probate Process Probate is the court-administered process of distributing a deceased person’s estate to those entitled to receive the...

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