Implementing asset protection strategies is essential if your estate is at risk in any way. However, since California does not allow individuals to create domestic asset protection trusts, it requires careful—and sometimes creative—planning to ensure your assets aren’t gobbled up...

Challenging a will is very complex and requires a probate attorney's representation. The process is time-consuming, costly, and emotionally draining, so contesting a will is only recommended when you are absolutely sure your situation warrants all that is required to...

Complex and intense emotions around death, dying, and finances are the reasons why so many people avoid estate planning. However, avoiding emotions and thereby procrastinating around one of the most important steps you can take to protect your loved ones...

Have you included a safe deposit box reservation in your estate planning process? Safe deposits are an undervalued tool in the estate planning toolkit.  In addition to housing valuable and often irreplaceable assets or documents in one place, safe deposits...

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...