Blog

Having worked hard to accumulate assets and achieve a comfortable standard of living, the last thing you want to worry about is the risk of losing it all and starting over again as you approach retirement. People each other, often.  Not only in California, but…

A personal representative, for estate planning purposes, is the person or professional fiduciary that has the responsibility to ensure that the affairs of a decedent are properly settled and that property is transferred according to will or law. A personal representative serves as the manager…

If the last couple of years has taught us anything, we have learned that we need to be ready for the unexpected to happen at any time. The more prepared we can be when the unthinkable occurs, the better able we are to handle things…

An estate plan is much more than passing along property upon death. Other documents typically included in an estate plan allow you to appoint people to make decisions on your behalf if you should become unable to do so while still alive. When you become…

When you move to California from another state you may not think there is any reason to review or change your will or trust. But your circumstances may have changed considerably since you first created your estate documents. And your estate plan was drafted to…

When planning for your estate, California law affords several options. Your estate plan may call for a will or a living trust or both. Because these options are fundamentally different, it’s important to understand their functions under California law. The distinctions will help when deciding…

Unless you have a sizable estate to leave behind when you pass away, it may be tempting to take a DIY approach to estate planning. The reality is that without proper knowledge and experience helping others preserve and protect their assets, doing your own estate…

    Contact Us

    * Fields are required
    By clicking submit you are agreeing to the terms and conditions.