The 2017 Tax Cuts and Jobs Act doubled the gift and estate tax exclusion amount—i.e., the amount that can either … Read Blog Post
Millennials, You Need an Estate Plan Too
As millennials (born 1981 to 1996), you are well known for your distinctiveness as a group. Your generation has followed … Read Blog Post
Caregivers, You’re Not Planning Just for Yourself
As a caregiver, you spend much of your time, money, and energy taking care of the needs of others. Those … Read Blog Post
Steps to Take When a Loved One Dies
As your estate planning attorneys, we are here to help you when your family member or loved one dies. If … Read Blog Post
Estate Planning Awareness Week: Having a Conversation with Your Family About Their Estate Plan
In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing … Read Blog Post
Important Considerations for Beneficiary Designations of Life Insurance Policies
Life insurance is often one of the most important parts of an estate plan. People usually purchase life insurance to … Read Blog Post
When Is It Critical to Review Your Estate Plan, and Why?
Just like other important life tasks, your estate plan deserves your time and attention. It’s important that you work with … Read Blog Post
Niche Trusts: As Unique as You Are
You’re not a carbon copy of your neighbor. Likewise, your estate plan shouldn’t be a carbon copy of theirs.
… Read Blog Post
Your Vacation Checklist
You’ve packed sunblock and a beach novel. You’ve planned your itinerary and bought plane tickets. But have you ensured that … Read Blog Post
Want a Greater Sense of Purpose? Plan Your Legacy
When you think about the legacy you’ll leave, what comes to mind? Perhaps it’s security for your family or a … Read Blog Post
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Phone: 209-572-2124 | Fax: 209-569-5075
P.O. Box 515 Brisbane, CA 94005
Phone: 415-470-7771
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