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7 common reasons people avoid estate planning

7 Common Reasons People Avoid Estate Planning

Posted on August 30, 2023August 30, 2023
There are two statements Bay Area estate planning attorneys here regularly; the first is something like, “We’ve been meaning to do this forever…” and the second is, “Having our estate plan in place is like having a huge weight lifted...
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conservatorship in california what it is moving forward

Conservatorship In California: What It Is & Moving Forward

Posted on July 31, 2023July 31, 2023
In family and estate law, there are several ways to protect someone’s well-being when they are incapacitated or unable to make sound decisions on their own. Conservatorship is one of these, typically established for individuals who are limited in decision-making...
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being prepared for incapacity

Being Prepared For Incapacity

Posted on June 21, 2023June 21, 2023
It doesn’t take much to render someone incapacitated, unable to speak or make decisions for themselves. For some, it’s a heart attack, stroke, or a simple trip/fall accident. For others, it results from a car accident or another unexpected traumatic...
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have you saved enough for retirement

Have You Saved Enough For Retirement?

Posted on May 31, 2023May 31, 2023
You don’t have to be wealthy or even have a savings account to create an estate plan. However, most people with a healthy estate take good care to ensure they save enough for retirement.  Like estate plans, retirement plans have...
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disinheriting a spouse in california

Disinheriting A Spouse In California

Posted on April 24, 2023April 24, 2023
In family law, California is a “community property estate,” meaning nearly all assets acquired during a marriage are split equally between spouses in a divorce. The same is true in death; California estate law includes “forced share” or “equitable distribution”...
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adoption and inheritance rights in california

Adoption And Inheritance Rights In California

Posted on March 23, 2023March 23, 2023
Legal adoptions provide adopted children the same rights as their adoptive parent’s biological children. This same tenet continues through in intestate succession. So, if a parent dies without a will or surviving spouse, the estate is divided equally between the...
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proving undue influence in california

Proving Undue Influence In California

Posted on February 15, 2023February 15, 2023
Undue influence occurs when someone in a position of power or authority coerces or pressures another individual to make or change a will. This is one of the reasons why DIY estate plans are not the way to go; estate...
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9 tips for choosing a guardian for a minor child

9 Tips For Choosing A Guardian For A Minor Child

Posted on January 20, 2023January 20, 2023
It is excruciating to imagine anything traumatic happening to parents with minor children in their care - most especially their death. So understandably, parents tend to behave like ostriches - proverbial heads in the sand - avoiding the most sensitive...
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creating a spendthrift trust in california

Creating A Spendthrift Trust In California

Posted on December 30, 2022December 30, 2022
One of the most empowering things about creating this in an estate plan is the ability to thoughtfully distribute your assets in a way that honors your values and what you determine to be best for the whole when you...
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how to avoid favoritism in estate planning

How To Avoid Favoritism In Estate Planning

Posted on November 30, 2022December 29, 2022
Most people work hard to create an estate plan that is as fair as possible, working to avoid any apparent signs of favoritism. However, there are inevitable situations where a child or other heir feels favoritism at work.  If sibling...
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Recent Posts

  • 7 Common Reasons People Avoid Estate Planning
  • Conservatorship In California: What It Is & Moving Forward
  • Being Prepared For Incapacity
  • Have You Saved Enough For Retirement?
  • Disinheriting A Spouse In California

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