In today's digital world, much of our lives are lived online. From social media profiles and email accounts to online banking and cryptocurrency, digital assets have become integral parts of our personal and financial landscapes. But what happens to these assets when you pass away? And how can yo...

Estate taxes are one of the most significant considerations in estate planning, particularly for high-net-worth individuals and families. Over the years, the estate tax laws have undergone many changes, and future shifts in the law could have major implications for California residents. Given the...

One of the most common discussions I have with my clients involves how to ensure their assets pass smoothly to their loved ones after death. A common goal is to avoid the often lengthy and expensive process of probate. While many clients come in thinking a Living Trust is their only option, there...

As an Estate Planning attorney, I frequently have clients request that their pets be provided for in their Trust. As a proud owner of a Golden Doodle, I can relate to how pets truly are a part of the family.  Sometimes, people who are non pet owners can't quite relate but for animal lovers, I am ...

I often have clients who are refferred to me for the purposes of Estate Planning and are curious about how the process works.  Many clients call my office about a Will or a Trust. Generally, the process involves an initial phone interview where I ask high level questions such as if the client is ...

Frequently, clients call me to set up a Living Trust.  When I ask about their goals, they mention that they would like to protect their assets from potential creditors. At that point, I explain in the nicest possible way so as not to insult their level of knowledge, that unfortunately Living Trus...