Articles
How Much Does Estate Planning Cost?
So you have decided it is time to set up your estate plan. One of the first questions you will likely research is “how much does estate planning cost?” Like you, we are also consumers of goods and services, and in order to make an educated purchase, price is often an important factor to… Read More »
How Do I Avoid Probate in California?
You may have heard that you want to avoid probate in California at all costs. Perhaps you know someone that has gone through the lengthy and costly probate process in California in the past. Dealing with the loss of a loved one, friend or family member is hard enough, the probate process can make… Read More »
Coronavirus and Estate Planning
Estate Planning During the Coronavirus With the current Coronavirus pandemic, estate planning is at the top of mind for many Americans. The United States has become the world’s epicenter for the Coronavirus. While fear and inactivity may be a natural reaction, it is also an opportunity to plan. Whether or not you are in… Read More »
Why You Need a Dynasty Trust . . . Even If You’re Not Ultra-Wealthy
Dynasty Trust Planning . . . It’s Not Just for the Rich When you hear the term “Dynasty Trust” you may naturally think of ultra-wealthy families, such as the Carringtons from the 1980’s prime time soap opera Dynasty. And yes, they do benefit families like the Carringtons. But Dynasty Trusts provide several benefits for… Read More »
Super Lawyer Magazine selects both John L. Wong and Anh P. Tran as 2019 Rising Stars
Super Lawyer Magazine selects both John L. Wong and Anh P. Tran as 2019 Rising Stars in Estate Planning and Probate Super Lawyers Magazine has once again selected John L. Wong and Anh P. Tran as two of the top attorneys under 40 in 2019. Super Lawyers Magazine recognized only 59 attorneys in Southern… Read More »
What are My Duties and Responsibilities as Trustee?
Here are a Trustee’s Duties and Responsibilities If you have been named as a Trustee, someone else has decided that you are the person they most trust to manage the financial affairs of their Trust. What is a Trustee and what are your duties and responsibilities? The simple answer is that you are responsible… Read More »
Eliminate Capital Gains Tax with a Trust – The USB Trust™
Yes, you read that right: You can eliminate capital gains tax with a Trust. The good news: it is completely legal. We have no interest in assisting any client with tax fraud and would never advocate a scheme that is even remotely fraudulent. The bad news: It is not as simple as putting your assets… Read More »
California Probate Process
Probate Process in California Probate Court Are you trying to understand the California Probate process? Has someone told you that you need to file a petition for Probate? Have you considered other options? Assuming, Probate is the only answer, the following is a simplified overview of the California Probate process. Initiating the Probate Process… Read More »
Common Employment Issues Faced By California Businesses
We have invited employment law attorney Andrea Paris to explain certain employment issues that many of our estate planning clients face today. Andrea Paris advises and represents small to medium sized businesses in employment matters. She takes a holistic approach to helping businesses and individuals navigate complex employment laws and resolve disputes with an… Read More »
Super Lawyer Magazine selects both John L. Wong and Anh P. Tran as 2018 Rising Stars
Super Lawyer Magazine selects both John L. Wong and Anh P. Tran as 2018 Rising Stars in Estate Planning and Probate Super Lawyers Magazine selects both John L. Wong and Anh P. Tran as two of the top attorneys under 40 in 2018. Super Lawyers Magazine recognized only 47 attorneys in California in the area of… Read More »
