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 ...
California Estate Planning Laws Changed in 2026: Key Updates
New Estate Planning Laws for 2026
2026 Estate and Gift Tax
The One Big Beautiful Bill passed last ...
Medi-Cal Asset Limits Return in 2026: What California Families Need to Know
As of January 1, 2026, California reinstated asset limits for ...
Your Parent Is a Joint Tenant on Your California Home: Prop 19 Implications
A common scenario: years ago, a parent was added to the title of a California home, maybe to help qualify for a ...
California Joint Tenancy and Property Tax Reassessment: Prop 19 Guide (2026)
If you own real property in Roseville, ...
Merry Christmas
Scrooge was better than his word. He did it all, and infinitely more; and to ...
Lord Voldemort, Money and Your Kids
I’ve been a California estate planning attorney for 28 years. I’ve worked with thousands of ...
Charles Dickens and Estate Planning
I’m not an English professor, but I believe I’m in good company in saying that Charles Dickens is the greatest ...