Estate Planning Blog From a Southern California Perspective

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Protecting Your Children Through Continuing Trusts
Continuing trusts provide lasting safeguards for your children's financial well-being. Click here to read more.
What is a “Limited” Power of Appointment in a Trust Document?
Explore limited power of appointment in trusts and how trustees, with defined boundaries, can distribute assets for optimal family legacy planning. Click here
Aretha Franklin Will Dispute Update
Read update on Aretha Franklin's estate litigation regarding two wills found in her home after her death. Click here to read more.
Lisa Marie Presley Estate Dispute Update
Stay updated on the ongoing estate dispute of Lisa Marie Presley and learn how good planning can avoid these problems. Click here to read more.
Could Your Life Insurance Policy Cause Your Family to Pay an Estate Tax?
Understand how under certain circumstances, a life insurance policy can potentially subject your family to estate tax. Click here to learn more.
Is Your Revocable Trust Funding Up-to-Date?
Learn more about if you have properly funded your family trust. Click here to read more.
3 Key Power of Attorney Powers Everyone Should Have
Discover why having these legal instruments is crucial for protecting your interests & making decisions on your behalf when you are unable. Read to learn more.
What is a No-Contest Clause in a Will or Trust in California?
What is the purpose and the implications of a no-contest clause in trusts or wills in California? Click here to read more.
What Happened to Stephen “tWitch” Boss’ Estate After He Died Without a Will?
Discover consequences of dying without a will in California. Learn the importance of estate planning in San Diego & Orange County . Click here to learn more.
Biden Administration Releases 2024 Greenbook
Learn of Biden Green Book and its impact on charitable lead annuity trusts (CLATs). Click here to learn more from San Diego and Orange County attorney.

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