Our blog includes posts about a wide range of estate planning topics, including trust-based estate plans, estate planning when you have a disabled adult child, planning as part of a blended family, and planning for charitable giving. To learn more, contact our office to discuss how we can help you create an estate plan that best fits your needs.
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Eight Goals to Jump-Start Your Financial Success in 2025To achieve your financial goals this year, you'll need to start with a clear vision and plan.
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Tony Bennett's Daughters Share Thoughts on How to Prevent Inheritance DisputesOther families, especially high-net-worth ones, can benefit from Johanna and Antonia Bennett's experience encountering estate disagreements.
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Wills Gone Wild: How to Avoid Estate Planning DisastersThese wills gone wild may be extreme examples of poor estate planning, but experts explain how easily a will can go to the dogs.
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You've Got a Trust: Now Who Should Be the Successor Trustee?You've set up a trust to protect your assets and your beneficiaries, but you still must choose the right person to execute your wishes. Here's how to do that.
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Three 'Yellowstone' Estate Planning LessonsWe can learn a lot from John Dutton's estate planning mistakes. Here are just a few that relate to families in general and family businesses in particular.
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12 Steps to Take Now for More Financial Success in 2025Why wait until January to get a head start on your goals?
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Kiplinger Retirement Report: How to Leave Money But Keep ControlWith a family trust, you can see that your legacy is spent how you want.
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Eight Signs You Might Be Ready to Start Investing in Real EstateConsider this expert advice before you make the leap into property management.
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Client Testimonial: The Business SaleJohn Goralka, J.D., LL.M., Sacramento Estate Planning lawyer Client Testimonial: The Business Sale.
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On The Calendar: The 12 Biggest Estate Planning MistakesPlease join me for a free, open to the public, educational seminar offering current insights on creating an estate plan that reflects your values and the legacy you wish to leave.
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Murdochs' Dispute Highlights Benefits of Trusts in NevadaAs Murdoch family members clash over who will control voting shares in the Fox media empire, the court proceedings, in Nevada, are private.
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Strengthen Your Family's Legacy Protection With a Beneficiary Controlled TrustFew trusts provide this level of multigenerational asset protection.