Do I Need A Will Or A Trust Or Both

A primary reason you should create a Will, or a Trust, is to formally declare who should inherit your assets upon death. If you die without doing so, then not only may your estate be subject to probate, but California succession laws will direct that your assets be...

Time to Review Your Estate Plan

With the 2019 new year brings a new federal estate and gift tax exemption of $11,580,000. As you may be aware, recent tax reform legislation impacts not only your federal income tax but also other taxes potentially affecting your estate plan, such as estate, gift, and...

Who Needs An Estate Plan

We all do. An estate plan is a set of legal documents which directs the disposition of your assets upon your death. The key function of a properly designed estate plan is to set forth what you want to happen to your assets after your death. About half the people...

Estate Planning for Digital Assets

Technology has taken over our lives. It is an inescapable fact that we now rely on computer technology for just about everything, such as communicating with friends, sending mail, listening and buying music, taking and storing pictures, shopping, banking, and...

The Basic Elements of an Estate Plan

It comes as no surprise that many people do not understand the basic roles and duties involved in a standard estate plan, as many people have never served in roles such as a “settlor” or “trustee” before meeting with an estate planning attorney. Without an...