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In each instance where we write about the domestic problems of the rich and famous we try to note that their resources make their lives and their choices inherently different. Read More

What is the current, most pressing question you have in your law firm? Is it, "how do attorneys get clients?" Are you looking for estate planning case management software? Maybe it's "how do I grow my law firm?" Read More

Understanding the significance of trustee notice, as mandated by Probate Code Section 16061.7, is crucial in trust administration.  This notice is required upon the occurrence of certain events, most notably, when a trust becomes irrevocable as a result of the death...

Matthew Perry was probably best known for his role as the sarcastic, neurotic, and always witty, Chandler Bing on the hit-tv show, Friends. He died suddenly at the age of 54. He was unmarried, had no children, and was survived by his parents, five half-siblings, and...

Each year, certain estate, gift, and generation-skipping transfer ("GST") tax figures are subject to inflation adjustments that go in effect on January 1. Below are the current adjustments for 2024 [...]Read More

When we think about making plans to secure our future, generally the discussions revolve around education, career, family, and finances. Read More

Under the settlor's original estate plan (revocable trust and associated pour-over will), upon settlor's death, all settlor's children were to receive equal beneficial interests under the trust. Read More

Why do you need estate planning no matter where you live, but especially in California? What is estate planning? Read More

In the recent case In Laureen Gordon Revocable Trust, the Michigan Court of Appeals digs into these questions.Read More

The New Year brings with it new estate and gift tax exemption and exclusion amounts.   In 2017, a new tax law doubled the federal estate and gift tax exemption. And that exemption amount has increased each year between 2018 and 2025 to adjust for inflation. The...