National Make a Will Month: What You Should Know
National Make a Will Month serves as a valuable reminder to revisit one of the most essential components of a complete estate plan. Many people know that a will plays an important role, but fewer...
Read more
Estate Planning Checklist: Where Do You Stand?
Estate planning often lands on the "I’ll get to it later" list, but it plays a critical role in preserving your wishes and easing the burden on those you care about. While many people see it as a...
Read more
How Special Needs Trusts Work With Wills and Living Trusts
A special needs trust must be carefully coordinated with the rest of an estate plan so that assets do not pass to a beneficiary in a way that disrupts eligibility for SSI, Medi-Cal, or other needs...
Read more
Essential Estate Planning Documents to Review After a Divorce
Divorce can significantly impact the people named in your estate planning documents, including trustees, beneficiaries, agents, executors, guardians, and healthcare decision‑makers. Once a marriage...
Read more
When Probate Is Required in California: A Practical Guide for Families
Whether probate is required in California depends on how assets were owned, the total value of the estate, whether beneficiary designations are in place, and whether major assets were transferred...
Read more
Limited Conservatorship When a Child With Developmental Disabilities Turns 18
When a child with developmental disabilities turns 18 in California, parents may suddenly discover they no longer have automatic legal authority to help with medical, educational, or financial...
Read more
