• page-slide-1

    Steven developed a thorough plan to meet our complicated needs with a blended family and special needs child in a timely manner. - Cheryl F.

  • page-slide-2

    Mr. Jackson made a tough process easy and painless! - Kyle M.

  • page-slide-3

    "Integrity, trust - a rare item - it's here! - Ron F.

Oops: Accidentally disinheriting loved ones

Continuing our series on “Getting Real: Tough Talks in Estate Planning” we discuss what may happen when changes are made to your Estate Plan.  Updates or changes are often made when changes in a person’s relationships occur (re-marriage, for example).   Changing your Estate Plan can trigger the need to update and change other important documents. ... [Read More]

Remarriage – Money Discussions and Impact on Estate Planning

In this ongoing series, Getting Real, we talk about the Tough Talks estate planning lawyers undertake with their clients.  Remarriage is a common topic.  We previously discussed the high percentage of people that remarry or enter into a partnership after they are 55 years old. This statistic has increased over time as we pointed out... [Read More]

Remarriage – Partner: Getting Real in Estate Planning

In our last blog (Getting Real in Estate Planning: Tough Talks), we wrote about the difficult or sensitive conversations estate planning lawyers have with their clients. It’s what we must do to ensure your estate planning goals are achieved which is why listening and knowing what to ask are so important.  The first topic we... [Read More]

Getting Real in Estate Planning: Tough Talks

A lot of what we do, is hear great stories. We meet fabulous individuals, and hear a lot about their kids and their interesting stories about their lives and how they became successful and can now leave something to their loved ones. This is a positive in estate planning. The other side of Estate Planning... [Read More]

Merry Christmas and Happy Hanukkah!

We wish you and your loved ones a warm and gracious time with loved ones. For many of us our family consists of friends who can be closer than brothers and sisters. As the year winds down remember to be thankful for even the smallest blessings. We wish you warm feelings of contentment and joy.... [Read More]

Thankful

I read that “Thankfulness is the antidote to worry.” If we “count our blessings”, start off the day listing 5 things we are thankful for, each morning we begin to live in gratitude. “Gratitude” cannot exist at the same time as “Anger”, “Resentment” or “Fear”.  You really cannot feel both at the same time. So if... [Read More]

Spanos Family Won’t Need to Sell NFL Team for Taxes: This is how it’s done

Alex Spanos, owner of the Los Angeles Chargers, formerly the longtime San Diego Chargers, recently passed away. The Team will not need to be sold to pay the massive Estate Taxes that are normally triggered by a transfer of a very valuable Family Business to the next Generation. Start Early When Mr. Spanos purchased the... [Read More]