Estate Plans

When setting up an estate plan, most clients focus their time and attention on their Will and Trust and often...

We are often asked about what a no-contest clause can and cannot do in California when setting up a Will...

Discussing estate plans with children is a delicate matter that requires thoughtful consideration. It's important to address the topic in...

In the wake of the pandemic, the topic of estate planning has suddenly become a lot less taboo, according to Lee Baker,...

An intergenerational transfer of wealth is in motion in America — and it will dwarf any of the past.Of the...

Choreographer and producer Stephen Boss passed away on December 13, 2022, without a Will. He is survived by wife, Allison...

If it’s been years since you drafted or last updated your will, it likely references many of your existing assets,...

I turn 43 in May. In recent years, I’ve taken over managing my mother’s finances, which will all go to...

On March 9, 2023, the Biden Administration released its General Explanations of the Administration’s Fiscal Year 2024 Revenue Proposals (informally called...

In the last post, I wrote about 5 different major life events and changes for which you should revisit and...