Over the years, I have had many clients in California who are surprised to learn that their estate plan does not automatically control what happens to their online accounts after they pass away. While most people carefully plan for real estate, bank accounts, and personal property, digital assets...

Many clients and potential clients ask about how to ensure that treasured family heirlooms, jewelry, artwork, antiques, or other cherished items, end up with the people they care about most. These items often carry sentimental value far beyond their monetary worth, and without proper planning, di...

When people come to my office to create a Will or Living Trust they often ask me if when they pass away whether or not their Beneficiaries will have to pay any taxes on their inheritance.  I also get this question frequently from Beneficiaries.  The answer to this question generally depends on th...