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MORE THAN MONEY
How do we leave a lasting legacy to our children and those we leave behind? Questions like this are answered in this free chapter of More Than Money, featuring our founding partner, attorney Gary Winter. Learn more about closing out a trust after death.
Our Areas of Expertise
How to Set Up a Trust in California: A Complete Step-by-Step Guide
Learn how to set up a trust in California with this step-by-step guide. Covers trust types, costs, funding, California Probate Code requirements, and common mistakes to avoid.
How Real Estate Investors Should Structure Their Estate Plan
Real estate investor estate planning is one of the most overlooked parts of building a property portfolio in California. Many investors spend years acquiring rental homes, duplexes, and commercial buildings, only to leave their heirs [...]
How to Protect Business Assets in an Estate Plan
If you own a business in California, your company is likely one of your most valuable assets. But without the right legal protections in place, that asset could be exposed to lawsuits, creditors, family disputes, [...]
