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Michael Gilfix
Francis A. La Poll
Mark Gilfix
Myra Gerson Gilfix
Stephen M. Vernon
Nicholas Klingenberg
Renée J. Conrad
Cecelia Fusich
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Estate Planning
Estate Gift Tax Planning
Revocable Living Trusts & Wills
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Prop 19
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Have You Reviewed Your Trust Lately?
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Is It Time To Review Your Estate Planning?
Medi-Cal Asset Preservation
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Revocable Trusts - What Are The Benefits Of A Living Trust?
What Are The Benefits Of A Living Trust?
What is a Power Of Attorney?
What Is The Value Of A Durable Power Of Attorney?
When Is It Time To Review My Trust?
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Estate Planning Services
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Special Needs Trusts and Planning: Dramatic Developments
February 10, 2022
Recorded Webinars
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5 Celebrity Estate Planning Disasters - and What You Can Learn From Them
March 08, 2023
Are You Going to Inherit from a Parent? What You Absolutely Need to Know
March 01, 2023
The Documents Your Children Need When They Turn 18
February 22, 2023
“Ha, I didn’t need a lawyer!” The MASSIVE Costs of Legal and Planning Mistakes
February 15, 2023
The Extraordinary Benefits of Dynasty Trusts: Not Just for the Ultra-Wealthy
February 01, 2023
What are Capital Gains Taxes? How Can I Avoid Them? What You Need to Know!
January 25, 2023
2023 Special Needs Planning Updates
January 18, 2023
2023 Estate Planning - What's New and What's Different?
January 11, 2023
Peace of Mind Webinars
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How Should I Title My Assets? What You Need to Know!
March 07, 2023
How to Stay Safe in the Hospital: What You Need to Know About Medical Decision Making
January 20, 2023
What You Need to Know if Your Parent Faces Alzheimer's - A Presentation With the Alzheimer's Ass
December 09, 2022
How Do I Integrate my Crypto, Blockchain, & NFTs into my Estate Planning?
February 16, 2022
Fascinating Client Stories
February 16, 2022
Summer Tax Update, 2021 - Tax Proposals that Directly Affect You
February 16, 2022
Planning to Protect that Perfect Pet
February 16, 2022
The Haunting Legacy of Proposition 19
February 16, 2022