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.
-
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,…
-
Is a Will Enough? Your Post-Will Planning Checklist
You Made a Will. Here’s What It Can’t Do. You did it. Maybe Make-A-Will Month finally moved it to the top of your list. Maybe you’ve been meaning to get this done for years and this was the month it finally happened. Either way, you sat down, signed the documents, and walked out with something…
-
Make-A-Will Month Is Here. But a Will Isn’t a Plan.
A will is an important first step, but it may not protect your family from probate, incapacity, or gaps in guardianship. Learn what a complete plan requires.