Get a Durable Power of Attorney to Avoid Conservatorship
A durable power of attorney is a document that gives the person you name the authority over your assets, like bank accounts and real property, if you...
Blog
What If You Don't Have an Estate Plan?
What happens if you don’t prepare an estate plan? The state of California has a default plan for you.
What are Revocable Living Trusts and How Do They Work?
A revocable living trust is basically a contract with yourself. Your living trust is revocable, which means you can amend it or change it whenever...
Divorce Protection and Lawsuit Protection for Your Family
Lifetime Protection Trusts are designed to protect your loved ones and their inheritance from potential divorce claims and lawsuits.
Estate Planning Checklist for California Residents
In our California estate planning practice it doesn’t mean just one or two documents, it means a package of documents to protect you and your family.
How Does High Net Worth Estate Planning Work?
If you have a high net worth estate, your estate plan may need more than a revocable living trust. The goal of a revocable living trust estate plan...
Who Needs an Estate Plan?
Almost everyone needs an estate plan. Many people think the term “estate plan” is something only high net worth individuals need. Not true.
No More Stretch-Out IRA: The Secure Act Changed the Rules
The Secure Act has significantly changed the rules for IRA beneficiaries. Before the Secure Act, beneficiaries could use the Life Expectancy Rule -...
Living Trust Administration Basics
What to do when your parent dies with a living trust
How to Choose a Guardian and Trustee
How to choose the right guardian and trustee in your living trust when you don't have a perfect guardian or trustee.