Blog
Step 1 of 6: Assessing What is Important to You for Your Estate Plan
It All Started with One: Building a Top-Notch Team
The Dog Days of Summer Are Here: Protecting Your Furry Friends and Children
What is an Estate Plan? (and Why is it SO Hard to Get One?)
Cherishing Our Kids: Preparing and Protecting Our Children Every Step of the Way
Take Care of Your Loved Ones: Show Love with Proper Estate Planning
Former Big Firm Attorney Goes Local: Beach Cities Estate Law Provides Top Notch Expertise With A South Bay Vibe
Angela Klenk on The South Bay Show
Treating Children Fairly Does Not Necessarily Mean Equally
Most parents want to treat their children fairly in their estate planning. Many people assume that means having their children inherit equally. But fair does not necessarily mean equal. There may be special circumstances to consider. For example: Parents may want to provide more to a child who struggles to support his family on a…
Your Rights as a Trust Beneficiary in California
A trust beneficiary has specific rights to trust information and payments in California. If you benefit from a trust set up by relatives, learn about your rights so that you are fully informed about the trust. Trust Information The trustee has to keep your private information and the trust’s information confidential. Sometimes, the trustee may…
What to Do If You Receive a Crummey Notice from a Trust
You just received a notice from the trustee of a trust, with the words “Crummey Notice” or “Notice of Withdrawal Rights” at the top. You are unsure what this document means and have many questions. What Is a Crummey Notice? When your relative creates an irrevocable trust, she loses all control over assets placed in…