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How and When Should I Update My Estate Plan?

If you have an estate plan, you’re doing better than about 50% of Americans, who don’t have a plan in place at all. Good job!...

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How Deficits in Estate Planning Can Lead to Probate Battles

The news often reports about persons in the public eye with fortune and fame that die suddenly without a will or with a terribly outdated...

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How Does a Pet Trust Help Take Care of My Pets

Estate planning helps Californians protect their most valued assets, their family and even their pets. For many people, pets are as special as anyone else...

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How Grief Affects Thinking

We have been talking about the importance of timely estate planning in many of these posts. Obviously it is optimal to plan when we are...

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How Often Do You Need to Update Your Estate Plan

Many people make the mistake of letting their estate plan sit. Yet, life happens, and you may need to make changes to it that reflect...

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The Key Elements of an Advance Directive

If you can’t speak for yourself, how will your loved ones know what you want? The answer to that question is an advance directive, a...

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Leaving a Home to Your Children: Things to Consider

Real estate is often among the most valuable assets we own. A house purchased a few decades ago may have ballooned in value, making it...

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Protecting Your Adult Children Using Powers of Attorney

Your children are grown up and out of the house. You are proud of how independent they have become, but you are still their Mom...

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The Risks of Writing Your Own Will

There are so many resources online that show you how to do everything from making a gourmet dish to refinishing a piece of furniture. While...

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