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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 ...
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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? - Hands holding a piggy bank and a house model

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 ...
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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 ...

Common Mistakes to Avoid When Creating a Trust

Establishing a trust can come with many advantages. The estate planning document can help your beneficiaries avoid the probate process when you are gone and ...