How Long Will My Beneficiaries Have to Wait for Their Inheritance?
One of the primary motivations for creating an estate plan for the average person is to ensure that their loved... Read More
Inheritance and Estate Taxes Blog
What Legal Steps Must Be Taken after a Loved One Dies?
When a loved ones passes away, it can be very difficult to think of anything other than the grief you... Read More
General 
Tax Planning for 2020
Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2020 is just starting, it’s not too early...... Read More
Estate Planning, legal education 
Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud
An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is the third...... Read More
Estate Planning, legal education 
Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity
An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is part of...... Read More
Estate Planning, legal education 
Keeping Seniors Safe from Predators during the Holidays
The holidays are supposed to be a time of peace on earth and goodwill toward men. Unfortunately, they are also... Read More
Elder Law 
The Questions of Estate Planning, Part 5: How
People often have questions about Estate Planning. This is the fifth in a series of articles addressing those questions. This fifth article addresses “how” to do Estate Planning....... Read More
Estate Planning, legal education 
Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements
An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is part of...... Read More
Estate Planning, legal education 
Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence
An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is the second...... Read More
Estate Planning, legal education 
Retiring Vets – Are You Suffering from PTSD?
It has been almost half a century now since the last of the soldiers returned from the Vietnam War. That... Read More
General 
Continuing Legal Education in San Diego
Staying up-to-date is important. That’s especially important in Estate Planning and Elder Law. Academy members attending the semi-annual Academy Summit conference in San Diego learned about the latest...... Read More
Estate Planning, legal education 
The Questions of Estate Planning, Part 2
People often have questions about Estate Planning. This is the second in a series of articles addressing those questions. This second article addresses “what” Estate Planning comprises. Read...... Read More
Estate Planning, legal education