Pages
- A Guide to Estate Planning for Women
- Awards & Recognition
- Blog
- California Estate Planning
- CE Courses
- Communities We Serve – Inglewood
- Communities We Serve – Los Angeles County
- Communities We Serve – Malibu
- Communities We Serve – Santa Monica
- Communities We Serve – Torrance
- Communities We Serve – Venice
- Contact Us
- Definitions
- Disclaimer
- Download our Free Report on Trust Administration
- Estate and Gift Tax Figures
- Estate Planning Articles
- FAQ’s
- Giving Back
- Need a Speaker
- News & Events
- Our Firm
- Our Reviews
- Privacy policy
- Professional Resources
- Refer a Friend
- Resources
- Client Resources
- Elder Law
- Estate Planning
- Free Estate Planning Worksheet
- Frequently asked questions
- Estate Planning FAQ’s
- Estate Planning for Women – Frequently Asked Questions
- Frequently Asked Questions for Families Without an Estate Plan
- Legacy Wealth Planning FAQ’s
- LGBTQ Estate Planning Frequently Asked Questions
- Medi-Cal Frequently Asked Questions
- Probate Frequently Asked Questions
- Trust Administration & Probate Frequently Asked Questions
- Trusts – Frequently Asked Questions
- Newsletters
- Our Client Care Program
- Probate and Trust Administration
- Reports
- Review of Our Services
- Services
- Asset Protection & Business Planning
- Estate Planning Services
- Family-Owned Businesses and Rental Properties
- Financial Planning Assistance
- How the New Estate Tax Exclusion Affects Your Estate Plan
- Incapacity Planning
- IRA & Retirement Planning
- Legacy Planning
- LGBTQ Estate Planning
- Medi-Cal & Elder Law Services
- Pet Planning
- Special Needs Planning
- Trust Administration
- Slide Decks
- Staff Events
- Videos
- Women’s Estate Planning Seminars
- Women’s Planning
Posts by category
- Category: Uncategorized
- Category: Asset Protection
- Category: Elder Law
- Government Projects Growth of Los Angeles Elder Population
- Disability Planning Can Prevent Future Problems
- Elder Abuse Awareness Is on the Rise
- Are Your Older Loved Ones Safe Behind the Wheel?
- What Is Conservatorship?
- Caregiver Charged after Discovery of Mummified Remains of Elderly Patient
- California’s Elder Abuse Act – What You Need to Know
- Can Radiologists Detect Elder Abuse with Special Training?
- Discuss Dementia With an Elder Law Attorney
- Elder Abuse Awareness Is on the Rise
- Disability Planning Can Prevent Future Problems
- Government Projects Growth of Los Angeles Elder Population
- An Elder Law Attorney Can Help Preserve Your Legacy
- SoCal Alzheimer’s Association Chapter Provides Local Resources
- Does Home Ownership Prevent Medi-Cal Eligibility?
- Is Medi-Cal Only for the Poor?
- Will a Nursing Home Take Half of My Assets?
- What Is the Medi-Cal Community Spouse Resource Allowance?
- What Is the Difference Between Medi-Cal and Medicare?
- Free Report: What Questions Should I Ask an Elder Law Attorney in California
- What Is the Medi-Cal Monthly Maintenance Needs Allowance?
- Do You Have to Impoverish Yourself to Qualify for Medi-Cal?
- Can Medi-Cal Take My Home?
- What Is the Medi-Cal Look-Back?
- What Is an Elder Law Attorney?
- Elder Law FAQs: Is There a Medi-Cal Asset Maximum?
- What Assets Can I Keep When My Spouse Applies for Medi-Cal?
- What Questions Should I Ask an Elder Law Attorney?
- Can I Just Give Away My Assets to Qualify for Medi-Cal in California?
- Category: Estate Planning
- Turning the Page on 2018 and Looking Forward to 2019
- When Is Leaving an Equal Inheritance Not the Best Decision?
- Questions to Ask When Choosing a Trustee
- Sager Family Shows Perils of Blended Families
- Los Angeles Estate Planning Lawyer Explains the Danger in a DIY Will
- Inglewood Trust Attorney Explains a QDOT Trust
- Are You Facing Los Angeles Trust Administration?
- Understanding the Power in a California Power of Attorney
- Women’s Estate Planning Guide
- Estate Planning, Taxation, and Your Home
- A “Simple Will” May Not Be as Simple as You Think
- Contesting a Will: What Are the Acceptable Grounds?
- Are You Thinking About Creating a Trust?
- Los Angeles Estate Planning Attorney Answers 5 Common Questions
- The Revocable Living Trust: Versatile, Efficient and Effective
- Address Trust Administration at Point Zero
- September Is National Life Insurance Month — A Great Time to Update Your Estate Plan
- The Federal Estate Tax: Take Steps to Reduce Your Exposure
- A Living Trust Attorney Can Provide Answers
- How Does Gentrification Affect Your Estate Plan?
- When Is a Qualified Domestic Trust the Solution?
- Estate Planning for Women — Planning to Outlive Your Spouse
- Five Things You Need to Know About Wills and Trusts
- When Do You Need a Probate Lawyer?
- A Conversation With a Living Trust Attorney Can Be Enlightening
- Why Would I Grant a Power of Attorney?
- Estate Planning, Taxation, and Your Home
- A “Simple Will” May Not Be as Simple as You Think
- Contesting a Will: What Are the Acceptable Grounds?
- Making Tough Decisions in Your Last Will and Testament
- Estate Planning for Women
- Adult Children Whose Parents Need Planning, Particularly in Light of Impact of Gentrification
- Are There Different Types of Wills?
- What Type of California Power of Attorney Do I Need to Give a Caregiver Authority to Consent to Medical Treatment?
- What Is Involved in Estate Administration?
- Five Things You Need to Tell Your Los Angeles Estate Planning Attorney
- Are You Thinking About Creating a Trust?
- A Look at Inheritance Planning and Tax-Free Gifting
- Is a Probate Lawyer Always Necessary?
- The Federal Estate Tax: Take Steps to Reduce Your Exposure
- Address Trust Administration at Point Zero
- The Revocable Living Trust: Versatile, Efficient and Effective
- A Living Trust Attorney Can Provide Answers
- A Compelling Conversation With a Living Trust Attorney
- When Does a Living Trust End or Terminate?
- LGBTQ Estate Planning: The Current State of Affairs
- What Happens If I’m Single When I Die?
- Estate Tax Exclusion Will Rise Slightly in 2016
- Is Joint Tenancy a Good Estate Planning Solution?
- Are Assets in a Trust Protected From Lawsuits?
- What Is the Most Important Estate Planning Document?
- Should I Use a Corporate Trustee?
- What Is a Stretch IRA?
- How Much Can You Transfer Free of the Estate Tax?
- What Is the Estate Tax Marital Deduction?
- What Happens If I Die Without a Will or Trust in California?
- What Is the Generation-Skipping Transfer Tax?
- Should I Have a California Durable Power of Attorney
- What Is the Annual Gift Tax Exclusion?
- What Is a Living Trust Successor Trustee?
- What Is California Estate Planning
- Do I Pay Taxes When Someone Leaves Me an Inheritance in California?
- How Is My Property Transferred If I Die Intestate?
- How Can I Leave My Estate to My Spouse Tax-Free?
- Free Report: What Is California Estate Planning
- What Is an Executor in California?
- Does a Revocable Living Trust Provide Asset Protection?
- Why Would I Need a Pour-Over Will?
- Can a Living Trust Be Contested?
- What Is a Qualified Personal Residence Trust?
- What Is a Qualified Domestic Trust?
- Who Can Act as a Living Trust Trustee?
- Will My Heirs Be Forced to Pay an Inheritance Tax in California?
- What Is a Grantor Retained Annuity Trust or GRAT?
- Can a Trust Protect Family Wealth?
- Why Would I Want a Revocable Living Trust?
- Should I Use My Estate Tax Exclusion During My Lifetime?
- What Is a Payable on Death Account in California?
- What Is Joint Tenancy?
- What Is the Annual Gift Tax Exclusion?
- Are Trusts Only for the Rich?
- Category: Estate Tax
- Category: General
- Celebrating Veterans Day
- Retirement Planning: Look Beyond the Active Years
- When Should I Use a California Durable Power of Attorney?
- Retirement Planning: Look Beyond the Active Years
- How Business Owners Can Stay Motivated Every Day: Come to our Seminars
- Medicare Enrollment Options for 2015-16
- The Importance of Estate Planning in Light of Bobbi Kristina Brown’s Death
- Five Numbers
- What an Unfunded Trust Is
- The Pitfalls of Unfunded Trusts
- Category: Incapacity Planning
- Free Report: Why Is Incapacity Planning Important
- Attorney Caprice L. Collins Asks: Do You Have an Incapacity Plan?
- How Can You Prevent a Conservatorship?
- What Is Different About a Durable Power of Attorney?
- Prepare Yourself With a Durable Power of Attorney
- Many Wartime Veterans Are Returning to Los Angeles
- How Can You Prevent a Conservatorship?
- Can a Living Trust Help with Incapacity Planning?
- Five Things You Didn’t Know About a Power of Attorney
- What Is Different About a Durable Power of Attorney?
- Many Wartime Veterans Are Returning to Los Angeles
- Prepare Yourself With a Durable Power of Attorney
- Who Can Act as an Attorney-in-Fact?
- Should I Have a Durable Power of Attorney in California?
- Why Should I Have a Durable Power of Attorney for Health Care?
- When Does a Power of Attorney Become Effective?
- What Is the Difference Between a General and a Limited Power of Attorney in California?
- What Is a Conservatorship?
- What Is a Living Will in California?
- Category: Legacy Planning
- Category: Medi-cal
- Will My Parents Qualify for Medi-Cal?
- Should I Purchase Long-Term Care Insurance?
- Los Angeles Medi-Cal Attorney — How to Avoid “Spend-Down”
- Rules for Medi-Cal Eligibility for Seniors
- Can a Medi-Cal Attorney Help Me If I Am a Senior and I Was Denied Benefits?
- What Is California Medi-cal
- Free Report: What Is California Medi-cal
- Category: Pet Planning
- Category: Probate
- Can You Avoid Probate With a Will?
- Do All Estates Need to Be Probated?
- Top 5 Concerns for a First-Time Executor
- Careful Planning Now Could Avoid Conservatorship Later
- 10 Steps in the California Probate Process
- Dissecting the Probate Process
- I’m the Executor of a Will? Now What?
- How Long Does It Take to Probate a Will?
- Tips for Navigating Probate Court in Los Angeles
- How Long Does Probate Take?
- Can a Probate Lawyer Avoid the Process?
- Dissecting the Probate Process
- Five Things You Need to Know about Wills and Probate
- What Type of Cases Are Handled in Los Angeles Probate Court?
- Discuss Your Options With a Probate Lawyer
- What Is the Role of a Los Angeles Probate Lawyer?
- Can Probate Be Avoided in California?
- Is California Probate Always Required?
- Free Report: Is Probate Always Required?
- What Is the Cost of Probate?
- What Is the Uniform Probate Code?
- What Is California Probate
- Free Report: What Is California Probate
- How Long Does the Probate Process Take in California?
- What Are the Drawbacks of Probate in California?
- Is Probate Always Required In California?
- Category: Retirement Planning
- Category: Revocable Living Trust
- Category: Special Needs Planning
- Category: legal education
- Category: Revocable Trust
- Category: Estate Planning
Staff Profile
FAQ
- How Do I Fund My Trust?
- What is a Successor Trustee?
- What is a Power of Attorney?
- Can Out of State Properties be Put into My Trust?
- What If I Create a Joint Tenancy with my Child?
- How Long Does It Take to Set Up my Living Trust?
- What Happens to Your Property Without a Living Trust?
- Do I Need an Attorney to Create a Living Trust?
- What is a Conservatorship?
- Can I Make Changes to My Living Trust?
- Will my California Property Taxes Change if I Create a Living Trust?
- Is a Living Trust a good idea for a LGBTQ person?
- Do unmarried couples have to plan more than married couples do?
- Are my estate planning documents a matter of public record?
- Is there a tax if I give some of my property to my spouse or partner?
- Will my spouse or partner be appointed guardian of my minor child?
- Can I make decisions about my spouse or partner’s remains?
- How can I be sure that I will be allowed to visit my spouse or partner in the hospital or assisted living facility?
- Can my spouse or partner make medical decisions for me if I’m sick?
- Can my spouse or partner handle my financial affairs if I am incapacitated?
- I’m married, why do I need to plan?
- Does marriage, domestic partnership or civil union provide all the benefits of marriage?
- What steps can I take to preserve my legacy?
- Can any attorney create a Family Wealth Trust?
- Is a Family Wealth Trust only for the rich?
- If I have a “bare bones” living trust should I go back to the attorney who drafted the trust?
- How do I know if I have a “bare bones” living trust?
- Is the Family Wealth Trust some kind of loophole the government will eventually close down?
- Can I transfer real estate into a Family Wealth Trust?
- Will a Family Wealth Trust avoid income taxes?
- If I set up a Family Wealth Trust, can I be my own trustee?
- Why should I have a Family Wealth Trust?
- The possibility of a disabling injury or illness scares me. What would happen if I were mentally disabled and had no estate plan or just a Will?
- How does a Family Wealth Trust differ from a Revocable Living Trust?
- What’s the difference between having a Will and a Living Trust?
- What is a Family Wealth Trust?
- If I don’t create an estate plan, won’t the government provide one for me?
- What is the difference between “traditional” estate planning and Legacy Wealth Planning?
- Why do I need an estate plan?
- What is “traditional” estate planning?
- What is Legacy Wealth Planning?
- What do I do about Social Security?
- How do I transfer the car(s) into my name?
- Can I pick and choose what assets go into the “B” trust?
- I thought that a living trust avoids probate and attorney fees. Why do I have to pay more fees?
- Does the Trust Administration process take a long time?
- What is Probate Court?
- Does the Probate process take a long time?
- What is Probate?
- Is a Living Trust a good idea for a LGBTQ person?
- Do unmarried couples have to plan more than married couples do?
- Are my estate planning documents a matter of public record?
- Is there a tax if I give some of my property to my spouse or partner?
- Will my spouse or partner be appointed guardian of my minor child?
- Can I make decisions about my spouse or partner’s remains?
- How can I be sure that I will be allowed to visit my spouse or partner in the hospital or assisted living facility?
- Can my spouse or partner make medical decisions for me if I’m sick?
- Can my spouse or partner handle my financial affairs if I am incapacitated?
- I am in an unmarried relationship, do I need to plan?
- I am married, why do I need to plan?
- Does same-sex marriage, domestic partnership, or civil union provide all the benefits of heterosexual marriage?
- How will my income tax return get filed?
- What happens if my son needs his tuition paid while I’m disabled?
- What happens if my investments need to be changed quickly due to market conditions or to reflect new circumstances and risk tolerance?
- How will my bills get paid?
- If I have no chance of recovery, will I be kept on life support?
- Who will decide medical treatment issues?
- Who will decide where I live?
- Will I need to qualify for Medi-Cal?
- How should my spouse and I title assets for estate planning purposes?
- Should I include retirement planning in my estate plan?
- Why is incapacity planning important?
- Should I create a joint plan with my spouse or a separate plan?
- Why are the benefits of executing a Last Will and Testament?
- Why is estate planning important for women?
- What are some of the common reasons to include a trust in your estate plan?
- What are the duties and responsibilities of a Trustee?
- What is the difference between a testamentary and a living trust?
- How is a trust created?
- Don’t I need to be wealthy to benefit from a trust?
- What is a trust?
- What is Medi-Cal planning?
- What about my spouse? Will he/she be left with nothing if I need to qualify for Medi-Cal?
- What happens if my assets exceed the limit?
- Can’t I just transfer assets to my adult children if I need to qualify for Medi-Cal?
- Are all my assets considered when determining my eligibility for Medi-Cal?
- What are the eligibility requirements for Medi-Cal for seniors?
- Why would I need Medi-Cal as a senior if I never needed it during my working years?
- What is the difference between Medi-Cal and Medicare?
- What is Medi-Cal?
- Do I need to retain an attorney if I am the Personal Representative of the estate?
- What happens if someone challenges the Will?
- How long does probate take?
- What are some of the most common steps in the probate process?
- Who handles the probate of an estate?
- What happens if the decedent did not have a Will?
- Do all assets go through the probate process?
- Is probate always required?
- What is probate?
- Must an estate tax return be filed if portability will be utilized?
- What is portability?
- What is a state estate or inheritance tax?
- What is the federal estate tax?
- Can any attorney create a Living Trust?
- Are Living Trusts Only for the Wealthy?
- Is the Living Trust some kind of loophole the government will eventually close down?
- Can I transfer real estate into a Living Trust?
- Will a Living Trust avoid income taxes?
- If I set up a Living Trust, can I be my own trustee?
- The possibility of a disabling injury or illness scares me. What would happen if I were mentally disabled and had no estate plan or just a Will?
- What’s the difference between having a Will and a Living Trust?
- If I don’t create an estate plan, won’t the government provide one for me?
- Why do I need an estate plan?
