Should I Tell My Children About My Inheritance Plan?
Yes, as I believe transparency is the best approach to estate planning. Transparency varies between families but at a minimum, you need... Read More
Decanting California Trusts: It’s Not Just For Wine
While decanting a good bottle of wine may be familiar to many people, California recently reenacted a law that allows a new... Read More
Trusts in the Age of Trump: Time to Re-Engineer Your Estate Plan
The federal tax overhaul doubled the amount of wealth you can pass to heirs estate-tax-free–without using any trusts or planning gimmicks. Trump’s... Read More
Busting A-B Trust
IS YOUR TRUST A TICKING TIME BOMB? These days very few families need a complicated tax avoidance trust also known as an... Read More
The “Trust Doctor” at it again!
The “Trust Doctor” at it again! Over the weekend I spoke about “How Donald Trump’s Tax Reform Act Affects Your Estate Plan”... Read More
How Donald Trump’s Tax Reform Act Affects Your Estate Planning
Learn about Trusts and how the latest tax reform act of 2018 affects your estate planning.
Tax Reform Presentation May 29, 30, 31
How Donald Trump’s Tax Reform Act Affects Your Estate Plan I will be hosting a presentation in our Long Beach and Irvine... Read More
The ABCs of Trust Administration
WHAT IS A TRUST? A trust is nothing more than a contract. If you are married, it would be a contract between... Read More
The ABCs of Probate
WHAT IS PROBATE? Probate is required if a person has no Will. Probate is also required even if a person has a... Read More
