When a loved one dies, families often find themselves struggling not only with grief but also with the confusing world...
Latest Articles
Shielding Benefits, Not Assets: The Truth About Special Needs Trusts
Introduction – Why Benefits Matter and How Easy It Is to Lose Them For many individuals with disabilities, public benefits...
Mind and Money: How California Law Decides if a Parent Can Make Estate Decisions
Mind and Money: How California Law Decides if a Parent Can Make Estate Decisions When an aging parent’s memory or...
Trusts vs. Creditors: What Works and What Doesn’t in California Estate Planning
Many Californians assume that placing assets into a trust automatically shields them from creditors. Unfortunately, this belief is only sometimes...
Why Notices Matter: Who You Must Notify During Probate
When someone passes away and their estate goes through probate, most people expect paperwork, court filings, and (eventually) property transfer...
Who’s Living in the House? What to Do When Someone Won’t Leave After a Loved One Dies
There’s a Stranger in My Loved One’s Home. What Do I Do? If you’ve recently lost a family member and...
Does Your California Estate Plan Stop at the Border? What to Know About Foreign Real Estate
For some Californians, estate planning isn’t just about passing on a home in Bakersfield or a cabin in the Sierras—it’s...
From Simple to Sophisticated: Choosing Between “A,” “AB,” and “ABC” Trusts in Your Estate Plan
When it comes to estate planning, not all trusts are created equal—especially for married couples. The structure of your trust...