estate planning

estate planning

Five of the Biggest Estate Planning Mistakes

Avoid these estate planning mistakes to protect your family and assets.

estate planning

Estate Planning: When Is It Too Late?

When your parent is no longer mentally competent, it's too late for their estate planning.

estate planning

Avoid Surprises in Your Estate Plan

To keep the good vibes with your family legacy, don't drop a bomb on your estate plan.

estate planning

Why You Need an Estate Planning Attorney

Discover why using an estate planning attorney is crucial for securing your financial and family legacy.

estate planning

Am I an Executor or a Trustee?

Definition of estate planning terms: Trustee, Executor, Agent, Grantor and Beneficiary

estate planning

The #1 Reason People Don't Do Estate Planning

Estate planning does not have to be complicated. We make it simple.

estate planning

California No Contest Clause

California courts may not always enforce a no contest clause, but a no contest clause can still be an effective way to block a lawsuit.

estate planning

California Estate Planning Taxes

California estate planning requires an understanding of estate, gift, capital gains, and property taxes.

estate planning

How to Help Your Parent as She Gets Older

Your older parent may need help with her finances and living trust estate plan.