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 ...
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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 ...
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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 ...
How to Avoid California Probate Without a Living Trust: 7 Methods Explained
California probate is expensive, slow, and public. Most estate planning attorneys, including us, recommend ...
California Estate Planning Guide: Living Trusts, Wills, and Everything You Need
This guide covers everything California families need to understand about estate planning, from why a living trust ...
The One Big Beautiful Bill: What the Permanent Estate Tax Exemption Means for California Families
For the first time in decades, California estate planners can give their clients a definitive answer on the estate ...
California Estate Planning FAQ: The Most Common Questions, Honestly Answered
Over 25 years of California estate planning practice, certain questions come up in nearly every initial ...
Virtual Estate Planning in California: Meet Your Attorney on Zoom, From Anywhere
Gone are the days when creating an estate plan meant battling California traffic, hunting for parking, and ...