Join one of our upcoming estate planning seminars! Click here to save your seat.


6 Reasons To Create An Advance Health Care Directive Regardless Of Your Age

An Advance Health Care Directive is a document which allows an individual to appoint one or more medical decision makers to assist should they ever …

Read Blog →
couple signing a will

When Is A Will Not Valid? Creating a Will to Avoid Mistakes and Invalidation

When is a will not valid? How do you create a fool-proof will? Many individuals create wills during their lifetime so they can control the …

Read Blog →
tax word on top of money coins

Are Legal Fees for Estate Planning Tax Deductible?

The short answer is unfortunately no. Costs and fees associated with creating your estate plan are generally not tax deductible. However, the Internal Revenue Service …

Read Blog →
attorney and client discussing trust administration

Trust Administration Process

Creating a trust is one of the best ways to protect and preserve assets upon death. But a trust is not a self-sufficient document. Upon …

Read Blog →
man writing his checklist on a notebook for estate planning

Estate Planning Checklist

It is never too early to begin planning for you future. Saving for retirement is a great example of an investment people make in themselves, …

Read Blog →
golden gate bridge in california

How to Write a Will in California

Creating a will is the easiest way to ensure your assets are appropriately distributed to your loved ones. Residents of California are allowed to write …

Read Blog →
parents discussing trust fund for their child

The Biggest Mistake Parents Make When Setting Up A Trust Fund

Establishing a trust for your child is one of the most practical estate planning strategies.  A trust has various benefits, including providing educational funds and …

Read Blog →
washington capital front view

Proposed Federal Estate Planning Changes: Trusts, Taxation, And Planning For Your Future

This week the House Ways and Means Committee (“the Committee”) released drafted legislation to increase certain taxes beginning in 2022. The increased taxation is meant …

Read Blog →
when does revocablee trust become irrevocable

When Does a Revocable Trust Become Irrevocable?

Creating a revocable trust is a cost-effective and often straightforward estate planning strategy with a range of benefits, including safeguarding assets and avoiding probate.  However, …

Read Blog →