Blog & Resources

Almost everyone wants to keep their personal financial details private by sharing them only with a few key people. When it comes to estate planning and transferring assets to your loved ones and chosen family, a trust...

Passing away without a will or trust in California is known as “dying intestate.” When this happens, your assets will be distributed in a predetermined manner that applies to all Californians who die intestate. This...

The short answer is yes. This is largely because a revocable living trust can be used to directly transfer assets to your beneficiaries. Meanwhile, a will must go through the probate court process. That process can take well...

Picture this: a loved one passes away, and the family assumes everything is taken care of because there was a will. Then the phone calls start. An attorney explains that the estate must go through probate. Months pass. Court...

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...