Kaiser Law Group Estate & Legacy Planning

09/17/2026

A loving pair of grandparents saved $1.2M intended for their 36 grandchildren. Years after their passing, that entire account remains completely frozen.

The culprit? A single beneficiary designation form was never signed.

This is the tragic flaw of traditional estate planning: handing clients documents with a "to-do" list and hoping for the best. But in the eyes of financial institutions and the law, your intent does not control.

What actually controls the outcome:

Account titling: How the asset is legally owned

Beneficiary designations: Who is formally named on the form

Even the best trust will fail if your assets are left unaligned. True estate planning isn’t just document creation—it’s ongoing implementation.

Read the full breakdown on why intent doesn’t match reality without asset alignment: https://kaiserlg.com/a-1-2m-mistake-and-why-intent-doesnt-control/

06/08/2026

Is your estate plan a "set it and forget it" document? 📂

Many people believe that once they put their estate planning documents in a binder, their job is done. But an estate plan is not a static object—it’s a living strategy that needs to evolve alongside your life, your assets, and the law.

In our latest blog post, we explore "The Knowledge Gap": the disconnect between having a plan and actually understanding how to make it work when it matters most.

Read more here: https://kaiserlg.com/the-knowledge-gap-why-estate-planning-needs-more-than-just-a-binder/

03/25/2026

Are you spending 40 years building wealth, but only 2 hours planning its transition?

Most estate plans follow a "Traditional Model": Sign. File. Forget. But a truly effective legacy requires more than a dusty binder on a shelf.

Join Curtis for our upcoming webinar, "Beyond the Binder: Leaving a More Conscious Legacy," where we’ll discuss how to move from a one-time transaction to a purposeful, relational plan.

We’ll cover:
‣Why "How" and "What" are the wrong questions (and why "Why" matters most).
‣Navigating the "Moment of Truth" when laws or family dynamics shift.
‣How to bridge the communication gap with your heirs.

📅Tuesday, March 31, 2026
🕚11:30 AM Pacific Time

Reserve Your Spot Now: https://us02web.zoom.us/webinar/register/WN_mxDGVm5VQIK0v8PElVjhpg

03/16/2026

Are you spending 40 years building wealth, but only 2 hours planning its transition?

Most estate plans follow a "Traditional Model": Sign. File. Forget. But a truly effective legacy requires more than a dusty binder on a shelf.

Join Curtis for our upcoming webinar, "Beyond the Binder: Leaving a More Conscious Legacy," where we’ll discuss how to move from a one-time transaction to a purposeful, relational plan.

We’ll cover:
‣Why "How" and "What" are the wrong questions (and why "Why" matters most).
‣Navigating the "Moment of Truth" when laws or family dynamics shift.
‣How to bridge the communication gap with your heirs.

📅Tuesday, March 31, 2026
🕚11:30 AM Pacific Time
Reserve Your Spot Now: https://us02web.zoom.us/webinar/register/WN_mxDGVm5VQIK0v8PElVjhpg #/registration

02/19/2026

Is Your IRA Protected?

Your Trust Doesn’t Control Your IRA. Here’s Why That Matters.

It’s a common mistake: assuming your Trust handles your retirement accounts. In reality, the beneficiary form on file with your bank or custodian wins every time—even if it’s 30 years out of date.

If that form lists an ex-spouse or is left blank, your estate plan could be completely bypassed, leading to unintended heirs and massive tax hits.

Two updates you can't afford to miss:

The 10-Year Rule: If you inherited an IRA in 2020 or later, the IRS is now strictly enforcing a 10-year limit to empty the account. Missing these withdrawals can lead to heavy penalties.

The "Paperwork" Trap: A single outdated form can override your entire Trust.

How we help:
Our Legacy Program is designed to fix this. We don’t just write the legal documents; we ensure your assets actually align with them.

Don't let a simple piece of paperwork undo your legacy.

https://kaiserlg.com/is-your-ira-protected-two-overlooked-risks-to-your-legacy/

02/16/2026

Many families believe their estate plan is “done” once documents are signed, but as estate attorney Curtis Kaiser explains, that traditional “sign and forget” model often leads to unintended consequences.

In this educational session hosted by Halbert Hargrove Senior Wealth Advisor Nick Strain, Curtis shares why technically sound estate plans can still fail, the four critical moments where plans quietly go off track, and how families can build a more durable, conscious approach to legacy planning.

Topics covered include:
-Why “sign and forget” estate plans often fail
-The importance of aligning assets with your trust
-How life changes, law changes, and family dynamics can derail a plan
-Preparing trustees and beneficiaries long before the plan is needed
-The disconnect between decades spent building wealth and hours spent planning its transition
-Why communication and preparation—not legal documents—help drive successful multigenerational outcomes
-How a more intentional, ongoing approach helps support clarity, harmony, and continuity

This session emphasizes simple but powerful principles: keep your plan aligned, keep your assets aligned, prepare your trustees and beneficiaries, and maintain ongoing dialogue with your advisors.

Many families believe their estate plan is “done” once documents are signed, but as estate attorney Curtis Kaiser explains, that traditional “sign and forget...

02/12/2026

Purposeful Estate Planning: How to Help Clients Leave a More Conscious Legacy on the Estate Planning Weekly Podcast with Bill Gross

Drawing on his focused and ongoing estate planning training as well as personal empathy, Curtis works with his clients and their trusted advisors to create a...

02/05/2026

Exciting News: Announcing a New Partner at Kaiser Law Group

We are pleased to share an important update. Effective February 2026, Bijan Roboubi is joining Kaiser Law Group as a Partner.

Many of you have already had the opportunity to work with Bijan since we began referring clients to him for smaller matters in 2024. He joined us as Of Counsel in 2025, and we are excited to welcome him as a partner as our firm continues to grow.

Most recently, Bijan has led his own estate planning firm, Abar Law, from 2021 to the present. His decision to join Kaiser Law Group as my first partner reflects his exceptional legal skill, his unique professional background, and the deep level of care he brings to every family we serve. This addition allows us to expand our capacity while continuing to deliver thoughtful, client-centered estate planning.

https://kaiserlg.com/exciting-news-announcing-a-new-partner-at-kaiser-law-group/

Warmly,

Curtis