The future is unpredictable. One of the sticking points for many people looking to establish an estate plan is the...
Tools to Make a Flexible Estate Plan
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Estate Planning
Updating Beneficiaries and More: An Estate Planning Attorney’s Pre-Vacation Checklist
Peaceful moments with a child, grandchild, or other family member may be the very best thing about taking vacation....
Red Flags When Hiring a Professional Trustee
Having a Reliable Trustee Is Vital When you create a trust, you need to consider who will run the trust if you become...
Leave Your Retirement Account to Your Minor Child
When it comes to passing on your assets, your retirement savings account is likely one of the largest items to...
Choosing a Non-U.S. Citizen to Be Guardian
The thought of not being able to see to the care and upbringing of your children is a painful one. That pain could be...
5 Federal Taxes That Impact Estate Planning
If you're like most people, the estate tax comes to mind when you think of estate planning. The state of California...
How to Protect Your Great Ideas or Works for Your Family
When most people think of estate planning, they think about tax issues, trusts, and passing along assets like...
Right of Occupancy Trust—A Trust to Protect Your Home and Your Loved Ones
Estate planning is about protecting the people who matter to you most. But sometimes this can be more complicated than...
California Estate Planning – Updated Resource Booklets
We recently published updated versions of my three most popular resource booklets relating to California estate...
Your Financial Power of Estate Plan Attorney: Powerful Provisions
A financial power of attorney is a powerful legal document that gives someone the authority to make decisions if...
Do I Have to Use My Parents’ Estate Planning Attorney for Trust Administration
Parents, when creating a trust, frequently choose one of their children to take over as trustee when the parents are...
What to Do With Medications After Someone Dies?
A loved one’s passing leaves family members to figure out how to handle many different aspects of the person’s life,...
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for everything you own
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