The firm’s blog
Plain-English estate planning
Straight answers to the questions California families and business owners actually ask about wills, trusts, guardians, and probate.
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Should You Leave an Inheritance in Trust for Adult Children?
Your daughter is a physician with a growing practice. Your son is an attorney on the path to partnership. Your youngest built a company that now employs 14 people. You are proud of all of them. You trust their judgment, and you want their inheritance to strengthen the lives they have worked hard to build.…
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Your Trust Could Reach the 37% Tax Bracket at Just $16,000
You did the work. You saved for retirement, signed a trust, and named beneficiaries because you wanted the people you love to be protected. That matters. Here is a pattern that deserves some attention. Someone brings in a plan they created years ago. Their Individual Retirement Account (IRA) has become one of their largest assets,…