Where should you store your sensitive legal documents?
The trouble with physical files Jennifer Dean, Esq. recently wrote a nice piece for the CEB Trust & Estates blog “Lessons from Finding Wills in
Klaus Gottlieb
August 24, 2023
The Art of Timing: Navigating Wealth Transfer for Impact and Efficiency
What is better: To Give during Life or at Death? Planning for the transfer of wealth is a nuanced task, involving careful consideration of various
Klaus Gottlieb
August 4, 2023
Tax Alert: Don’t put IRAs in a Trust!
Estate planning is a critical aspect of ensuring your assets are distributed as per your wishes and that your loved ones are protected after your
Klaus Gottlieb
July 29, 2023
Simultaneous Death of a Couple
The simultaneous death of a couple or other persons who stand to inherit from each other can cause problems. The California Probate Code has relevant
Klaus Gottlieb
July 23, 2023
Trusts for Asset Protection – An Overview
Many people believe that asset protection trusts can magically shield all of their assets from creditors or legal judgments. In fact, estate planners rarely speak
Klaus Gottlieb
July 6, 2023
Understanding Estate Planning: A Guide for Married Couples with Young Children
Estate planning is an essential part of financial management that often gets overlooked until it’s too late. It is a comprehensive process that involves planning
Klaus Gottlieb
June 23, 2023
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