About California Estate Planning

Bankruptcy’s Effects on Estate Planning
You're creating an estate plan, excitedly making arrangements for your loved ones to inherit your assets and carry on your legacy. But wait, what happens if you suddenly find yourself ...

Estate Planning for Couples Made Easy with Pour-Over Trusts
With love comes responsibility, and one of those responsibilities is managing your finances as a couple. You both have your own individual accounts and properties, but you also have shared ...

Estate Planning as a Couple with an Age Difference
When you are married to someone who is significantly older or younger than you, planning for the future can be different for each of you. To make sure you and ...

Planning for the Financial and Non-financial Aspects of Life
Typically, when one parent stays at home to take care of the children and household, they are responsible for several tasks such as taking care of the kids, cleaning the ...

Why Your Estate Plan Deserves as Much Attention as Your Resume
A resume is a document that shows employers what experience, skills, and education you have, and how you might perform in a job. If you haven't updated your resume in ...

Striking the Right Balance: When and How to Update Your Estate Plan
If your life or the law has changed since you created your will or trust agreement, it's important to update it. You can update a revocable living trust by either ...

The Risks of Neglecting Your Estate Plan
Life is unpredictable and certain events can have a significant impact on your estate plan. It's a misconception that once you've created your estate plan, you can just forget about ...

Things to Consider When Investing in a Vacation Property
In 2018, around 7.5 million second homes existed, which is about 5.5% of all homes. These homes are important because they hold cherished memories for you and your family. To ...

3 Ways to Protect Your Artistic Legacy Today
It's important to plan ahead for your death, even if it's a long time away. You can create a plan with the help of an exprienced estate planning attorney. This ...

Right of Occupancy Trust: Protect Your Home and Loved Ones!
The purpose of estate planning is to safeguard you and your loved ones. When there is a loved one who may need additional support after your death, this can be ...