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Meet Stephen
Practice Areas
Estate Planning
Wills
Trusts
Health Care Directive
Powers of Attorney
Probate & Estate Administration
Trust Administration
Estate Taxes
Testimonials
Blog
Considerations to keep in mind when gifting to children
Prince's lack of estate planning will cost heirs
Estate planning with an AB trust
The ways that a trust may end
IRS proposed estate tax regulations opposed by CPAs
California estate planning and probate basics
Preparing to avoid probate
Using trusts as part of an estate plan
Beneficiary designations and estate planning
Angel investing and estate plans
Deciding to challenge a will
2 advantages of a qualified personal residence trust
Why create pet trust funds in California
Concerns about trust enforcement
Revocable living trusts and when they might be important
Asset protection strategies for California residents
Using an IRA trust or beneficiary designation
Benefiting from wealth transfer strategies
Prince's estate and the potential tax implications
Keep estate tax in mind when making estate plans
Executor's responsibilities in California
What happens when siblings receive unequal inheritances
Designing a retirement inheritance trust
Executors play a key role
Determining whether a trust makes sense
Protecting an estate from probate
CPAs push for further changes to estate laws
Using a trust to care for pets
Important details related to living trusts
How modern trusts differ from traditional trusts
Cohabitation and estate planning in California
An overview of Totten trusts
Trusts for special needs children
IRS issues new rules for estate tax closing letters
Federal estate tax will increase for 2016
Basic considerations for a potential executor
Gift and estate tax exemptions projected to rise in 2016
Executors of California estates
Estate planning in California
The use of trusts in estate planning
Can moving help avoid estate taxes?
Some estates may go back to claim portability exclusion
Estate tax exemptions and rates in 2015
The estate tax exemption and credit shelter trusts
Estate planning and the federal gift tax
Understanding Estate Taxes in California
Family Wins Large Estate Tax Refund
The Unified Gift and Estate Tax Rules
How the Estate and Gift Taxes can Affect Inheritance
It's Easier to Hit That Taxable Estate Amount Than You May Think
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