August 16, 2018

Reasons to Update Your Estate Plan If You Move to California from Another State

If you recently moved to California from another state, take a fresh look at your estate plan. It may be time to make some changes, whether […]
August 14, 2018

Setting Up a Revocable Living Trust

A revocable living trust allows you to access assets during your lifetime but have those assets pass outside of probate to your beneficiaries after you pass […]
August 9, 2018

What Is a Trust? The Basics

Trusts become part of many people’s estate plans, but before you start planning you may not know how trusts work. A trust begins with a legal […]
August 7, 2018

What Does an Executor Do in California?

An executor administers the estate of a deceased person. He or she works with the probate court to collect, inventory, and appraise the assets and liabilities […]
July 31, 2018

Setting Up a College Savings Plan for Your Children

You can start saving for your children’s college education using a 529 plan. 529 plans, which are named after the section of the Internal Revenue Code […]
July 26, 2018

Choosing an Estate Planning Attorney

Choosing an estate planning attorney takes time and careful consideration. Your goal should be finding an attorney you trust who (1) listens to and addresses your […]
July 19, 2018

Guardianship Basics in California

Guardianships allow one person to legally assume the responsibility of caring for another person or managing their financial assets. In California, the term guardianship refers to […]