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Category Archives: Estate Planning

What is Happening with Aretha Franklin’s Estate?

08/23/2023
In late June, the trailer for the new biopic “Respect” was released. The highly-anticipated film stars singer and Oscar-winning actress Jennifer Hudson as the “Queen of Soul” Aretha Franklin. When the legendary R&B artist passed away in August of 2018, she died ... Read More

Can you name your doctor as your health care proxy?

08/23/2023
When selecting a family member to become your health care proxy or agent in Woodland Hills, you may run the risk of creating contention by choosing one over the other. To you, an easy way to avoid the potential for ... Read More
Signing Papers

What is the Best Way to Leave My House to My Adult Child

08/23/2023
When parents are preparing their estate plans, they usually want to leave as much of their assets and property to their children as possible. When considering how to transfer ownership, it’s often preferable to avoid going through probate. For a ... Read More

Lessons from Stan Lee’s Estate

08/23/2023
In November of 2018, the Marvel universe lost its former publisher and chairman Stan Lee. Lee, the co-creator of legendary comic book superheroes such as Spider-Man, the Incredible Hulk, Iron Man, and Black Panther, passed away at 95 after battling ... Read More

Does a Beneficiary Have the Right to See a Trust Document?

08/23/2023
A trust can be an invaluable estate planning tool. These devices give the grantor, or trust creator, the ability to direct assets into a separate legal entity for the benefit of named beneficiaries. Throughout its existence, the trust will be administrated ... Read More
Estate Planning

Estate Planning for Unmarried Couples to Protect Assets

08/07/2023
Good estate planning is always important, but you should put even more care into your estate plan if you and your significant other choose a long-term partnership over legal marriage. A thorough estate plan will help prevent serious issues in ... Read More
7 Tips For California Special Needs Estate Planning

7 Tips for California Special Needs Estate Planning

05/11/2023
Preparing for the future is particularly important when you care for a loved one with special needs. Their future care after you pass away or are no longer able to personally meet their needs requires careful forethought and advance planning. ... Read More
What Is A Slat (spousal Lifetime Access Trust) In Estate Planning

What is a SLAT (Spousal Lifetime Access Trust) in Estate Planning?

04/25/2023
Tax laws can change quickly, so you need an effective estate plan in place to help you protect your assets and secure your future. One such estate planning tool is the Spousal Lifetime Access Trust, or SLAT. How can you ... Read More
Trust Planning Why Is Kobe Bryants Trustee Asking For A Modification Of The Family Trust

Trust Planning, Why Is Kobe Bryants Trustee Asking For A Modification Of The Family Trust

03/22/2023
January 26, 2020, the tragic news of a fatal helicopter crash involving NBA legend Kobe Bryant and his daughter Gianna shocked the world. The terrible accident left Kobe’s wife and Gianna’s mother Vanessa to grieve their losses along with the ... Read More
5 Ways To Help Your Aging Parents Prepare For The Future Now

5 Ways to Help Your Aging Parents Prepare for the Future Now

03/22/2023
As time passes and your parents move into their retirement years, they will have some new things to consider. However, they may not realize everything they need to do to plan for this phase of their lives. The good news ... Read More