What Happens to Your Roseville Business When You Die?
If you own a business in Roseville and you die or become incapacitated, your ownership interest is an asset ...
Is Virtual Estate Planning Legal in California?
Virtual estate planning is legal in California, and it is a good option for a lot of busy families, because it is ...
The California SECURE Act 10-Year Rule and Your Heirs
If you leave a traditional IRA or 401(k) to your adult children, the SECURE Act 10-year rule generally forces ...
Happy 250th Birthday, America: A Family Story
On our nation's 250th birthday, I'd like to share a story.
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Notes on California Estate Planning: June 2026
A real life estate planning story and quick hits about estate planning a related matters.
The Trouble With a California Transfer on Death Deed
A California transfer on death deed promises a cheap way to pass your home to your kids without the cost and ...
Roseville Blended Family Estate Planning: Protect Both Sides
If you remarried and you each have adult children from before, a standard living trust will quietly pick a ...
How to Fund Your Living Trust in Folsom, California
Many Folsom families have built their living trust estate plan. Great job! Your family and assets are better ...
Joint Trust Administration After a Spouse Dies in California
When your spouse dies, the trust can wait. Your first priority is to get through the shock, bring your family ...