Insights
Big News for California Families: AB 2016 Expands Access to Simplified Probate
When a loved one passes away, the legal process of transferring their assets can feel overwhelming especially if you’re unfamiliar with California’s probate system. The
Understanding Probate: Why Having the Right Attorney Matters
Losing a loved one is one of life’s most difficult experiences. In addition to grief, families are often faced with legal and financial tasks that
Cross-Border Estate Planning: Protecting Global Wealth for International Families
Cross-Border Estate Planning: Protecting Global Wealth for International Families In today’s increasingly interconnected world, wealth rarely stays within one set of borders. Many high-net-worth families
Estate Planning Revolution: One Big Beautiful Bill Act Brings Permanent $15 Million Exemption
For years, estate planners and affluent families navigated the uncertainty of the 2025 “sunset” of the federal estate and gift tax exemption. Under current law,
Understanding Portability in Estate Planning: What Every Family Should Know
This article is part of our ongoing series on the basics of estate planning. One of the most important yet often overlooked concepts in this
“Common Pot” Trusts and Family Values
By Oleg Cross, Esq. Most people are motivated to create an estate plan to take care of their children. Indeed, the overarching purpose of estate
“Common Pot” Trusts and Family Values
By Oleg Cross, Esq. Most people are motivated to create an estate plan to take care of their children. Indeed, the overarching purpose of estate
Estate Planning: The Basics
As business professionals, creating plans and putting them into action is a part of everyday life. We plan everything from our meals, to our weekly
