Medi-Cal Asset Limits Return in 2026: What California Families Need to Know

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, ...

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 ...

Top 10 California Estate Planning Mistakes (And How to Avoid Them)

After more than 25 years of California estate planning, I've seen the same mistakes made over and over. None ...

Your Estate Plan Will Have a Big Impact - Choose the Good Guys

This is a short article about a basic truth about estate planning: your estate plan will have a big impact. Whether ...

You Need Life Insurance

In my last post,  I wrote about the importance of ...

Hand-Off Instructions: What Your Family Needs When You Die or Become Incapacitated

Losing a spouse or parent is one of the hardest things any of us will have to deal with. The weight of the ...