Smart Ways to Give To Charity
As an estate planner, I often get asked about smart ways to give to charity, especially considering estate and income tax savings, and here are
Klaus Gottlieb
May 16, 2024
The California Rules of Succession – Testate and Intestate
An In-Depth Explanation with Examples For those decedents who die intestate, succession is governed by Section 240 of the California Probate Code. For wills and trusts, additional
Klaus Gottlieb
May 11, 2024
Rethinking AB-Trusts: Are They Haunting Your Estate Plans?
The once-popular AB-Trusts, a staple in estate planning when estate tax exemptions were significantly lower, might now be a ghost of financial burdens past, lurking
Klaus Gottlieb
May 3, 2024
Estate Planning Tips Every Mother Should Know
Estate planning often carries the weight of complex legal considerations, but at its heart, it’s a profound act of love and foresight—especially for mothers. As
Klaus Gottlieb
April 30, 2024
Getting Divorced – Why You Must Change Your Will ASAP
Divorce and legal separation not only mark significant changes in personal relationships but also necessitate careful consideration of asset management and protection. Central to this
Klaus Gottlieb
April 21, 2024
Estate Planning for Blended Families: The Role of Trusts
Introduction In today’s diverse society, the structure of the family unit often extends beyond the traditional to include what are commonly known as blended families.
Klaus Gottlieb
April 15, 2024
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