Newsletter

Top 5 Estate Planning Myths to Fall Out of Love With: Estate Planning- a Love Letter to Your Future

February 2025

Don't let estate planning myths put your family at risk. From asset size to trust administration, find out what's true and protect your legacy.

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2025 Security Check: Is your Digital Life Protected?

January 2025

Kick off 2025 by securing your digital legacy! Learn why password managers are vital for your security and estate planning.

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Christmas Movie Wisdom: How ‘It’s a Wonderful Life’ Can Shape Your Estate Plan

December 2024

Holiday film classics show true wealth is impact, not money. At Beach Cities Estate Law, we help shape your legacy. Happy holidays!

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Celebrating the Season with Loved Ones: Traditions, Family, and Future Planning

November 2024

Gathering for Thanksgiving is the perfect time to discuss your estate plan. We facilitate family meetings for peace of mind. Call us!

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Passing Wealth Efficiently: Annual Exclusion and Other Gifting Strategies

October 2024

Maximize your impact with tax-free annual exclusion gifts ($18k in 2024). Let’s design a gift plan or trust to fit your goals. Call us!

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Maximize Your Legacy: Navigating the SECURE Act

September 2024

The SECURE Act’s 10-year rule can cause high taxes on inherited IRAs. We can build strategies to protect your legacy. Contact us today!

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From Summer to Business: Reflecting on First Jobs and Early Work Experience

July 2024

Formative summer jobs build strong futures. At Beach Cities Estate Law, we’re proud to mentor the next generation through our internship.

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Maximizing Impact: Charitable Donations Make a Difference!

June 2024

Celebrate the Worldwide Day of Giving on June 15! Explore smart charitable tools like donor-advised funds and trusts to maximize your impact.

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Celebrate Life in Our Years: Embracing Aging This Older Americans Month

May 2024

Happy Older Americans Month! Age brings wisdom and new connections. Keep your estate plan up to date as your life and relationships evolve.

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From Rivalry to Responsibility: Siblings as Partners in Caregiving and Support

April 2024

Happy National Siblings Day! Caring for parents takes open communication. If trust or estate conflicts arise, early legal guidance helps.

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