Blog
Trusts for Charitable Giving
If you are in the fortunate position of being able to gift funds to causes and organizations that you care about, it is important to ...
Digital Estate Planning Basics
Have you ever stopped to think about the size and scope of your digital footprint? On an average day, how many accounts do you log ...
Trusts for Special Needs Children
If you have a child who has special needs, you may manage their finances on a regular basis. Have you given any thought as to ...
Is Your Estate Plan an Adult Easter Egg Hunt?
As parents, one of the most enjoyable memories we can create during this time of the year is to watch our children’s excitement as they ...
Can I Change Lawyers?
Estate Planning Lawyer Compatibility between you and your estate planning lawyer can be a crucial factor in the success of your case. A common question ...
How to Deal with Grief as the Executor of an Estate
If your deceased family member named you as the executor of his or her estate, you have a lot on your plate. From beginning the ...
Spring Cleaning: Time to Clean Up Your Estate Plan!
The arrival of spring in California often signals a time to “clean house” for many families. But it’s not just a good time to clean ...
Common Mistakes to Avoid When Choosing a Guardian for Your Children
If you have minor children, it’s important to appoint a guardian for them in your estate plan. This way, if you should die unexpectedly, your ...
How to Appoint the Right Executor
One of the most important aspects of establishing your estate plan is choosing the right executor. This person will pay your remaining debts, maintain your ...
