Estate Planning Blog From a Southern California Perspective

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Did you know that some valuation discounting estate tax strategies involving your family owned business or real estate may be going away by the end of 2016?
Now That Your Child is 18, Learn the Top 3 Things You Need to Know to Legally Protect Them in Case an Emergency or Accident Strikes
Legally Protecting Your Child in Case an Accident or Emergency Occurs While They are Away at College
Prince Estate Gearing Up For a Court Battle Between Prospective Heirs?
Prince died of an accidental drug overdose in April this year. To date, no will has been found to have been executed by Prince, who was born Prince Rogers Nelson
The Biggest Point of Failure in Living Trusts
Funding is the process of re-titling your assets into your living trust and coordinating your life insurance policies and retirement accounts with your plan.
The Dangers of Do-It Yourself Estate Plans-US News and World Report
Do-It Yourself Estate Plans
Gene Simmons Takes a Trip to an Estate Planning Attorney’s Office Because of Possible Upcoming Estate Tax Law Change
In a recent episode of Gene Simmons Family Jewels (lead singer of the band Kiss) and his lovely wife Shannon were in the office of an estate planning attorney
Why Whitney Houston’s Estate Is So Troubled
Brenda Geiger, J.D., Carlsbad attorney, describes why Whitney Houston's estate Is so troubled, and how her daughter could have benefited If Whitney had chosen to have a trust
Who Moved My Cheese? Estate Tax Exemption Set to Fall to $1MM January 1, 2013
Estate Tax Exemption Set to Fall to $1MM January 1, 2013
Why Having a Bypass Trust in Your Revocable Trust Might Still be Relevant
“A” Survivor’s Trust and “B” Bypass Trust
Providing Creditor Protection and Stretch-Out of Your Retirement Accounts for Your Children or Grandchildren (Part 4)
Creditor Protection and Stretch-Out of Your Retirement Accounts for Your Children or Grandchildren

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