Will vs. Living Trust in California: Which Do You Need?
If you own a home in California, you almost certainly need a living trust — not just a will. A will does not avoid ...
An Outdated Estate Plan Can Hurt Your Family - California 2026
An outdated estate plan isn't just useless — it can actively harm your family. Beneficiary designations that ...
Notes on California Estate Planning: February 2026
If you can, make your successor trustee and durable power of attorney agent someone who lives nearby. Logistics are ...
How Sibling Disputes Over a California Estate Happen - and How to Prevent Them
A recent California Appellate Court case was just published, and it tells the story of how not to sue your ...
Domestic Asset Protection Trusts: Nevada vs. Tennessee for California Residents
California estate planning often involves high-net-worth individuals, business owners, and professionals seeking ...
Irrevocable Life Insurance Trust (ILIT): Do You Need One in California?
An Irrevocable Life Insurance Trust (ILIT) is one of the most powerful and underused tools in estate planning. An ...
Notes on California Estate Planning: January 2026
Hold on tight to your money ...
California Living Trust Elder Abuse & Undue Influence: A Landmark Case
A 10-year-old decision by the California Court of Appeals is a landmark case for California ...
How to Protect Your Parents' California Estate Plan from Undue Influence
Your Parents' Estate Plan
One of the most heartbreaking ...