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, temperament, and family dynamics before making the choice.
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 and who has priority to handle your estate. Here is what families should know.
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? These two documents let you make those choices in advance.
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 foundational documents that address incapacity and death.
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 fits your family.
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, responsibilities, and decisions that matter most.
Estate Planning Is About More Than Assets. It’s About the People You Love.
Estate planning is not really about account balances or whether you consider yourself wealthy. It is about making difficult moments easier for the people you love.
