Losing someone you love is overwhelming. Whether the loss was sudden or you had time to prepare, it’s common to feel like there are a hundred things you should be doing. Family members have questions. The funeral home needs information. Paperwork starts arriving. Everyone seems to have advice ...
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If you don't have an estate plan, California already has one for you. Learn how intestate succession works and why the state's default plan may not reflect your family's wishes.
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Estate plans preserve a moment in time, but families continue to grow and change. This Pride-inspired article explores why reviewing your estate plan is about more than updating documents. It's about making sure the people you love are recognized for who they are today.
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Having a child, getting divorced, refinancing property, or changing beneficiaries can affect your estate plan in unexpected ways. Learn the three areas that should be reviewed after major life changes.
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Supported decision-making in California offers an alternative to conservatorship. Learn how it works, when it fits, and what The Pitt gets right about independence and support.
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Traveling soon? Don’t forget your legal checklist. Learn what documents to pack, how to protect your family, and why timing matters for Powers of Attorney.
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This is one of the most common—and important—questions we hear when helping clients complete their Advance Health Care Directives (AHCDs). So let’s clear up how it works, what powers your agent really has, and how you can ensure your wishes are honored exactly as you intend. Understanding Your Agent...
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Learn how to recognize and avoid today's most convincing scams—from grandparent fraud to crypto cons. Real tips from federal prosecutors. Stay protected.
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California’s new small estate affidavit law (AB 2016) takes effect April 1, 2025, making it easier to transfer assets without probate. Learn about the updated thresholds, filing process, and why a living trust is still the best estate planning option
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A Special Needs Trust helps secure your loved one’s future while preserving Medi-Cal & SSI benefits. Learn the differences between first-party, third-party, and pooled trusts—plus why leaving money to a sibling may not be the best option.
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