Living Trust

March 5, 2026
Estate Plan Review
March 5, 2026
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When Was the Last Time You Looked at Your Estate Plan? It Might Be Time.

Here’s a scenario that plays out more often than you’d think: A woman divorces in 2019. She updates her will, changes the title on her house — and feels like her affairs are in order. What she doesn’t update is the beneficiary designation on her $400,000 IRA. When she passes […]
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February 26, 2026
Wills vs. Trusts in California: What You Don’t Know Could Cost Your Family Everything
February 26, 2026
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Wills vs. Trusts in California: What You Don’t Know Could Cost Your Family Everything

A grieving family sits around a kitchen table, not talking about memories or comfort — but bracing for a probate process that will drag on for a year or more, eat up thousands of dollars in court fees, and expose their loved one’s private financial affairs to the public record. […]
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September 30, 2025
Estate Planning Considerations for the LGBTQ Community in California
September 30, 2025
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Estate Planning Considerations for the LGBTQ Community in California

Estate Planning Considerations for the LGBTQ Community in California Estate planning is one of the most powerful tools available to protect your wishes, your assets, and your loved ones. For members of the LGBTQ community in California, thoughtful planning carries added importance. While marriage equality and advances in legal recognition […]
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September 16, 2025
Wills vs. Trusts in California: Five Key Differences You Need to Know
September 16, 2025
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Wills vs. Trusts in California: Five Key Differences You Need to Know

  Estate planning in California often starts with a basic but critical question: should you create a will, a trust, or both? While both tools are designed to distribute your assets according to your wishes, they operate very differently under California law. Understanding these differences can have a lasting impact […]
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