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An Outdated Estate Plan Can Hurt Your Family - California 2026

An outdated estate plan isn't just useless — it can actively harm your family.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 ...

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 ...