Once you finally get your estate plan together, it feels like a tremendous weight lifted because you know all of your wishes and instructions are in one place and will be legally executed as needed. However, estate plans, including wills...

While legislation has come a long way to support LGBTQ+ individuals and families, their estates can be more vulnerable than most without a detailed estate plan in place. 7 Estate Planning Steps to Protect Yourself, Your Partner, & Your Family...

Talking about estate planning with your family can be challenging. Sometimes, our clients have a hard time approaching the subject; other times, their children or loved ones are unable or unwilling to talk about it because of the complicated emotions...

We understand the desire to save money with DIY estate planning, but it is never a good idea. There are three main reasons people create estate plans: to distribute assets to the people and organizations they love most, to protect...

  Estate plans, including a will and/or trusts, are designed so that your estate can be distributed without assistance or guidance from the state. When you die without a will in California, the state takes over, and it is often...

Advance directives are legal documents that provide detailed information about your medical/healthcare choices and wishes in case you become incapacitated. They can also include information about the time immediately following your death.  We cannot emphasize how powerful advance directives are...

The growth of the tech industry and our increased dependence on digital and online tools means your 21st-century estate plan needs to accommodate digital and online accounts. While a thoughtful, detailed estate plan should have what your executor needs to...

Adults with any assets, children, or pets should consider estate planning. However, those with large estates require the expertise of estate planning attorneys who consider tax implications and how to maximize your assets for your long-term financial health - as...

A complete estate plan typically includes a variety of documents, often including some type of trust. The types of trusts used in your estate plan depend on your ultimate goals. These may range from minimizing taxes and fees related to...

Whether you’re a sole proprietor, LLC, or S Corp, small business owners should have a strategy for succession in place. Your small business and its assets are handled the same way private estates are if you become incapacitated or die. ...