LGBTQ+ Estate Planning
By Tony J. Tyre, Esq.
Cookie-cutter plans just don’t cut it for LGBTQIA+ families. While major strides for LGBTQ+ rights have been made in recent years, estate planning law is still written[...]
Estate & Gift Taxes in 2024
By Tony J. Tyre, Esq.
It’s that time of year…tax season. When most of us think of tax season, we think of our individual and business tax returns since these are the[...]
Providing for Pets in Your Estate Plan
By: Allyson S. Heller
Many pet owners worry about what will happen to their animals when they pass away. Fortunately, California law allows for the creation and establishment of something called[...]
Estate Planning as a New Year’s Resolution
By William Mason, Of Counsel—Attorney at Law
The holidays are here, and what does that mean? Soon you’ll be hearing people talking about their New Year’s resolutions. “I’m going to read at least one[...]
Amending Your Trust After Marriage—the Omitted Spouse Doctrine
By William C. Mason, III, Of Counsel
Marriage changes a lot of things—but should it change your existing trust? To answer that question, let’s look at a hypothetical: John has two children: Dick and[...]
Is Inheritance Tax-Free in 2023? By Tony J. Tyre, Esq.
Unknown to many of us, the government does not take money from a person’s estate most of the time. In fact, estates will usually pay little-to-no money[...]