16th Feb 2018

Divorce is one of the most difficult things people go through, but the divorce of a long-married couple can be especially hard, particularly when it comes to retirement and estate plans. Assets, such as retirement accounts, can be difficult to divide, … more

5th Oct 2017

Now that same sex marriage is legal in the US, same sex couples are supposed to have the same rights when it comes to estate planning as heterosexual couples. This includes matters such as writing a last will and testament … more

27th Feb 2017

Blended families are becoming more and more common as many people have been married more than one time. Estate planning for the children of one marriage can be stressful enough, but planning for second or subsequent marriages, can be quite … more

24th Jan 2017

One of the best pieces of news in recent years is the federal tax exemption of $5.34 million per person and indexed to inflation made permanent. This means, for 2014, as much as $5.34 million of a person’s estate will … more

16th Aug 2016

Suze Orman, an author and personal finance guru once said, “Estate planning is an important and everlasting gift you can give your family. And setting up a smooth inheritance isn’t as hard as you might think.” As important as it … more

26th Oct 2015

Your life can change in an instant. One day you are here and the next day you are gone. Estate planning is vital when dealing with a loved one after they have passed, but it is also just as important … more

26th Aug 2015

Estate Planning may seem like something only older, extremely wealthy people need to think about. However, this is not the case. Estate planning is something everyone should not only think about, but also prepare for. Once something happens to us, … more

10th Mar 2014

Not many people understand the concept of estate planning. This is why as an estate-planning attorney in Orange County, CA, I have decided to explain estate planning and its importance for each of us. When we think of an estate, … more

19th Nov 2013

Estate planning documents plan for one’s death.  It is unpleasant to think about, but everyone passes away, so an estate plan should be implemented no matter what.   There are some cases when an estate plan is taken into consideration when … more

16th Nov 2013

Gifting has become very popular in the past 3 years as an estate planning tool.  The panic leading up to the “fiscal cliff” caused by the uncertainty over Federal tax policy, in combination with generous gift rules in 2011 & … more