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Joint Accounts vs. Power of Attorney: Making the Right Choice for Your Future
While meeting with clients, as a Calabasas estate planning lawyer, I often hear this question: “Should I add my family...
Read MoreDownsizing with Your Children’s Inheritance in Mind: Advice from a Calabasas Elder Lawyer
As an elder lawyer in Calabasas, I’ve noticed a recurring theme when helping families navigate the downsizing process. Parents often...
Read MoreWill Your Family Business Survive the Future? Succession Planning Considerations from an San Fernando Valley Estate Lawyer
As a San Fernando Valley estate lawyer, I’ve seen many family businesses flourish across generations. Unfortunately, I’ve also witnessed others...
Read MoreBeware These Estate Scams: A North LA County Probate Lawyer’s Guide to Protecting Grieving Families
As a North LA County probate lawyer, I’ve witnessed firsthand how scammers exploit families during their most vulnerable moments. The...
Read MoreMaking a Change: Working with a New Calabasas Estate Planning Lawyer
Many of us hesitate to change professional relationships, especially when it comes to legal matters. As a Calabasas estate planning...
Read MoreSmart Gifting: A San Fernando Valley Estate Lawyer’s Guide to Supporting Your Grandchildren’s Future
As a San Fernando Valley estate lawyer, I often meet grandparents who want to provide financial support for their grandchildren...
Read MoreRight-Sizing Your Trust: A Calabasas Trust Lawyer Explains What Really Matters
One of the most frequent questions I hear as a Calabasas trust lawyer is, “Is my estate large enough to...
Read MoreTrust Mills: Why Mass-Produced Estate Planning Could Put Your Family at Risk
As a Calabasas trust lawyer, I often meet families who’ve been targeted by aggressive marketing from what’s known as a...
Read MoreCalabasas Estate Lawyer Explains: Your Inherited IRA May Be at Risk
You’ve carefully built your retirement savings over decades, but did you know that once inherited, these accounts could be vulnerable...
Read MoreRecent Posts
- Joint Accounts vs. Power of Attorney: Making the Right Choice for Your Future
- Downsizing with Your Children’s Inheritance in Mind: Advice from a Calabasas Elder Lawyer
- Will Your Family Business Survive the Future? Succession Planning Considerations from an San Fernando Valley Estate Lawyer
- Beware These Estate Scams: A North LA County Probate Lawyer’s Guide to Protecting Grieving Families
- Making a Change: Working with a New Calabasas Estate Planning Lawyer