Insights & Resources

Plain answers to real questions.

Estate planning and business law, explained the way I’d explain it to a friend, without the legalese. Browse the topics below, and reach out whenever you’re ready to talk about your own situation.

Woman discussing who should serve as successor trustee
How to Choose a Successor Trustee for Your California Trust
The right successor trustee is not automatically your oldest child or closest relative. Consider judgment, organization,
California family talking together about estate planning
What Happens If You Die Without a Will in California?
If you die without a will in California, state law may decide who receives certain property
Couple discussing power of attorney and advance health care planning
Power of Attorney and Advance Health Care Directives in California
Who would manage your finances or make medical decisions if you could not speak for yourself?
California couple reviewing basic estate planning documents at home
Not Ready for a Living Trust? Start With These 3 Estate Planning Documents
Not ready for a full trust-based estate plan? You can still make meaningful progress with three
California couple reviewing a will and living trust together
Will vs. Living Trust in California: Which One Do You Need?
It's the question I hear most. Here's the plain-language difference, and how to know which one
California woman beginning the estate planning process at home
Thinking About Estate Planning? Here’s How to Find Your Path Forward
You do not need to understand every estate-planning document before you begin. Start with the people,

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