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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 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, [...]
What Is a Charitable Remainder Trust?
A charitable remainder trust (CRT) lets you donate assets to charity while keeping an income stream for yourself or your family. You transfer property into an irrevocable trust, receive annual payouts for a set period, [...]
California Probate Timeline: Month-by-Month Guide
If someone you love has passed away in California and left behind property, real estate, or financial accounts, you are probably asking one question before anything else: how long is this going to take?California probate [...]
