Estate Planning Blog From a Southern California Perspective

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The Costly Consequences of Poor Estate Planning: A Case Study of James Gandolfini’s Estate
Find out how poor estate planning was costly for the estate of James Gandolfini and how better planning could have saved his estate paying so much in taxes
Is O.J. Simpon’s Estate Responsible to Pay his Civil Judgements Now that he has Died?
Is an estate responsible for a civil judgement after someone dies? Click here to read more.
What is the Probate Process In California?
Probate in California is the legal process through which a decease person’s estate is settled. Here’s a general summary of the process.
Understanding the 2024 Federal Estate Tax Exemption Rules and What It Means for Your Estate Plan
Stay informed on Federal Estate and Gift Tax exemptions and prepare for potential legislative changes impacting estate planning. Read our blog to find out more.
Spring Cleaning For Your Estate Plan: Ensuring Your Plan Reflects Your Current Wishes
Spring is the perfect time to review your estate planning documents to see if they need updating. Click here to read more about what might need to be done
Planning for Your Aging Parent’s Future: Understanding the Role of Successor Trustee and Power of Attorney
Watching our parents age and lose capacity can be difficult. Read our blog post on how to navigate this time to ensure your parent's wishes and wellbeing are taken care of.
The Corporate Transparency Act Ruled Unconstitutional: What You Need to Know
The Corporate Transparency Act was recently ruled as unconstitutional. Click here to read more about this ruling and what it means for businesses owners.
Preserving Memories: Estate Planning for Sentimental Treasures
Cherished items hold stories, not just value. Learn how to include them in your estate plan. Click link to read blog post.
Estate Planning for Business Owners: Protecting Your Business and Family
Do you have a plan in place for how your business would run if you became incapacitated or died? Click here to read about what you can do to protect your business and family.
8 Reasons to Consider a Pet Trust
For many of us, pets are not just animals; they are cherished members of our family. Read our blog to learn more about how you can protect them if you are no longer around to care for them.

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