Estate Planning Blog From a Southern California Perspective

<1 2 3 4 5 6 7 8 >

Page 2
What Happens to Your Business If You’re Gone Tomorrow? Here’s How to Protect It
Secure your business, protect your family, and preserve your legacy with an estate plan tailored for business owners. Learn how today.
Stretching Out and Protecting Your Retirement Accounts for Your Children with a Retirement Protector Trust™
Stretch out IRA distributions and shield your children’s inheritance with a Retirement Protector Trust™. Learn how it works.
Trustee Trouble in Paradise: What Jimmy Buffett’s Estate Dispute Teaches About Fiduciary Duty
When co-trustees fail to collaborate, litigation can follow. Discover strategies to protect your trust from costly internal disputes.
Why Millennials Are the Most Likely to Challenge an Estate Plan and What You Can Do About It
Inheritance expectations are rising. Avoid courtroom battles with transparent, well-crafted estate planning. Learn how to protect your legacy.
The 2025 Estate Tax Overhaul Is Now Law—Are You Still Protected?
Read our blog for a breakdown of the key provisions and what they mean for your estate planning.
Blended Families: The Estate Planning Mistake That Could Disinherit Your Children (And How to Avoid It)
Avoid disinheriting your children by mistake. Learn smart estate planning strategies for blended families. Call today for a consultation.
The Dangers of Not Updating Your Estate Plan After Marrying in California
Failing to update your estate plan after marriage in California can lead to unintended outcomes. Learn how to protect your assets and wishes.
Protecting Your Children Through Continuing Trusts
Protect your children's future with continuing trusts. Control, guide, and safeguard their inheritance. Call us today to update your estate plan!
Why Listing Your Trust on Home Insurance Matters
Protect your estate: Learn why adding your trust to your home insurance policy is essential to avoid coverage gaps and safeguard your assets effectively
Protecting Aging Loved Ones with an Irrevocable Trust
As we and our loved ones grow older, new challenges and risks can arise—beyond just health concerns. Read our blog to find out how you can protect them.

<1 2 3 4 5 6 7 8 >