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 ...
Read more
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.
Read more
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.
Read more
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.
Read more
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
Read more
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.
Read more
Worried that putting your home in a trust will trigger your mortgage's due-on-sale clause? Thanks to the Garn-St. Germain Act, your lender can’t accelerate your loan. Learn how to protect your home and avoid probate with a revocable living trust
Read more
Thanksgiving: A Season for Family, Gratitude, Pie and… Estate Planning? Yes, you read that right. While Thanksgiving is synonymous with turkey and gratitude, it can also be an ideal time to broach the often-dodged topic of estate planning. When families gather, it creates a rare opportunity fo...
Read more
Introduction Guardian nominations might sound like a complex legal term, but they’re crucial if you’re a parent in California. It’s your fail-safe, ensuring your kids are taken care of by someone you trust, should the unthinkable happen. Let’s break down why you need one, wha...
Read more
Setting off on a journey or planning an evening out without the kids can be a thrilling yet nerve-wracking experience. Proper preparation can ease your mind and ensure your children are safe and comfortable. Here are five detailed tips for when you have to leave your little ones behind: 1. Have Nece...
Read more