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Posts by category

  • Category: Asset Protection
    • Small Business Asset Protection and Succession Planning
    • Small Business Asset Protection 101
  • Category: Estate Planning
    • Is There a California Estate Tax?
    • Three Estate Planning Details You Might Overlook
    • Five Inheritance Planning Tips for Blended Families
    • Do IRA Beneficiaries Pay Taxes On the Income?
    • View Estate Planning in the Proper Light
    • Why Would You Use a Trust Instead of a Will? (Part 2)
    • Why Would You Use a Trust Instead of a Will? (Part 1)
    • A Beginner’s Guide to Estate Planning
    • Preventative Measures Will Make Estate Contests Less Likely
    • Three Reasons to Use a Trust
    • Congress to Make SECURE Act 2.0 Push Before New Year
    • Are Inheritances Subject to Taxation?
    • DIY Wills Can Be Problematic
    • Tax Experts Project Estate and Gift Tax Exclusions for 2023
    • Why Should You Update Your Estate Plan?
    • Your Estate Plan May Have Gaps
    • Life Insurance Can Serve Multiple Estate Planning Purposes
    • How Does Legacy Planning Differ From Estate Planning?
    • Don’t Fall for These Myths About Trusts
    • Can You Include Incentives in Your Estate Plan?
    • What Is Legacy Planning?
    • Can You Give Gifts to Get Around the Estate Tax?
    • Own a Vacation Home? Be Aware of Ancillary Probate
    • Do You Need a Will When You Have a Living Trust?
    • A 529 College Savings Plan Can Provide a Solution
    • Your Estate Plan Can Be Adapted to Suit the Beneficiaries
    • Take These Steps to Prevent Estate Challenges
    • What Is an Estate Plan and Why Do I Need One?
    • Three Little-Known Facts About Estate Planning
    • Learning About Legacy Planning From Steve Jobs
  • Category: Estate Planning
    • Your Home Value Can Create Estate Tax Exposure
    • Former Zappos CEO Tony Hsieh Died Without a Will
    • Living Trust Administration 101
    • Protect Your Privacy With a Living Trust
    • Will Charitable Giving Be Part of Your Legacy Plan?
    • What Is a Totten Trust?
    • Estate Planning: Have You Overlooked Key Details?
    • Does a Transfer on Death Account Skip Probate?
    • Caring.com Has Released 2022 Estate Planning Preparedness Survey
    • Living Trust Administration and the Trustee’s Role
    • Does an Estate Beneficiary Pay Capital Gains Taxes?
    • What’s the Difference Between a Living Will and a Living Trust?
    • Jim Morrison Anniversary Serves as an Estate Planning Reminder
    • Alzheimer’s Disease Statistics Underscore the Need for Incapacity Planning
    • Do You Pay Capital Gains Taxes on Inheritances?
    • What Can an Estate Planning Lawyer Do for You?
    • Estate Tax Net Will Widen Considerably in 2026
    • Probate Avoidance Shortcuts Can Backfire
    • Special Needs Planning: Preserve Benefits and Enhance Quality of Life
    • Things You Need to Know About IRA Inheritance Planning
    • Probate 101
  • Category: Estate Planning Documents
    • Trusts and the Rule Against Perpetuities
  • Category: Legal Education
    • Continuing Legal Education in San Diego

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The Oakley Law Group

2600 West Olive Avenue, 5th Floor
Burbank, CA 91505
Phone: (818) 937-2335
Fax: (818) 450-3886

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