Insights & Guidance

Expert perspectives on legacy planning, estate law, and building lasting structures for your family's future.

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How a Community Property Trust Could Save You Money in Taxes
Estate Planning

November 6, 2023

How a Community Property Trust Could Save You Money in Taxes

How a Community Property Trust Could Save You Money in Taxes When it comes to your family’s legacy, every dollar you can save from taxation counts. On...

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Estate Planning That Expresses Who You Are: 5 Things to Talk About with Your Family
Estate Planning

October 30, 2023

Estate Planning That Expresses Who You Are: 5 Things to Talk About with Your Family

You intend to pass along your wealth through your estate planning, but what about your wisdom? Ensuring you accomplish both calls for a family meeting...

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The Impact of Estrangement on Estate Planning
Estate Planning

October 23, 2023

The Impact of Estrangement on Estate Planning

The Impact of Estrangement on Estate Planning Unfortunately, rifts sometimes arise between family members that are much more serious than just tempora...

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Sometimes Stuff Is the Most Important Part of Your Estate Plan
Estate Planning

October 9, 2023

Sometimes Stuff Is the Most Important Part of Your Estate Plan

Most people don't usually think about their estate plan, but they do think about who will receive their retirement and bank accounts, life insurance p...

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Don’t Put Off Till Tomorrow What You Can Do Today
Estate Planning

October 2, 2023

Don’t Put Off Till Tomorrow What You Can Do Today

Why It’s Time to Talk with Your Family and Your Estate Planning Attorney There’s no perfect time to broach the subject of estate planning with your fa...

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Michael Jackson: Created A Trust But His Estate Still Had To Go Through Probate
Trusts

September 25, 2023

Michael Jackson: Created A Trust But His Estate Still Had To Go Through Probate

As a single father, Michael Jackson created a revocable trust to ensure that his three children, Prince, Paris, and Blanket, as well as his mother, Ka...

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Why You May Still Have to Open a Probate Proceeding
Probate

September 18, 2023

Why You May Still Have to Open a Probate Proceeding

Probate is the legal process for recognizing the validity of a person’s will after their death and appointing the nominated decision maker. This perso...

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Red Flags When Hiring a Professional To Be Your Trustee
Estate Planning

September 11, 2023

Red Flags When Hiring a Professional To Be Your Trustee

When you form a trust as part of your estate plan, hiring a trustee is one of the most important decisions you will make is who will oversee the trust...

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Family Limited Partnerships: Under Attack?
Estate Planning

September 9, 2023

Family Limited Partnerships: Under Attack?

Family Limited Partnerships are a popular estate planning tool that has long been used effectively may be facing new challenges under the current admi...

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