Blog

August 19, 2019
Estate Planning Terms and Definitions

Commonly Used Estate Planning Terms and Definitions

A list of estate planning terms and definitions. We have broken them down as they apply to people, documents, property, and taxes.
July 12, 2019
Are estate planning legal fees deductible

Are Estate Planning Legal Fees Tax Deductible?

Are fees you pay to your estate planning attorney tax deductible? It turns out some qualify as tax deductions, but which ones?
June 18, 2019
what happens if you die without a will in california

What Happens if You Die Without a Will in California?

What happens if you die without a will in California and who gets to make those decisions? Will the state honor your wishes without a will?
May 20, 2019
Estate Planning for Blended Families Rooftop Dinner

Estate Planning for Blended Families

When it comes to estate planning for blended families, many issues can arise. However, it's important to know how to begin the process.
April 26, 2019
Does a Trust Protect Assets from a Divorce?

Can A Trust Protect Your Assets from A Divorce?

Nearly half of all marriages end in divorce. Prenups may not necessarily stand in court, but does a living trust protect your assets from divorce?
March 31, 2019
living trust vs will in California

In California, Should You Use A Living Trust or a Will?

Understanding the differences between a living trust and a will in California. Which one should you use?
February 27, 2019
Foreign Non-Grantor Trust Estate Planning Pasadena

Estate Planning for Foreign Nationals: The Foreign Non-Grantor Trust

Are foreign nationals in one of the most advantageous positions for safeguarding their wealth?
January 7, 2019
L1A VS L1B VISA

L1A Vs L1B Visa

L1 non-immigrant visas allow multi-national companies to transfer their employees to the United States.
December 16, 2018
Does a Living Trust need to File a Tax Return

Does a Living Trust File a Tax Return?

If you transfer property under your name to a trust, are you still responsible for taxes? Does the trust need to file its own tax return? If so, who is responsible for paying those taxes?