Estate Planning Strategies

Most trusts don’t work when families need them. Here’s why they fail—and how to make sure yours actually protects the people and legacy it was meant to.

No plan is still a plan—and it puts the court in charge. Learn what happens when families wait and why probate in California can now stretch over two years.

Your kids are smart. But when it comes to estate planning, intelligence isn’t the same as legal training. Here’s what happens when families rely on advice that sounds confident, but isn’t correct.

You prioritize your health—what about your estate plan? Learn how a living trust works like preventative care to protect your family, avoid probate, and keep your legacy intact.

Congratulations on the purchase of your new home! Whether this is your first home or you are upgrading or downsizing from your current home, the purchase of a home is a big event in your life. When major life events occur, it is important that you have a plan in place to ensure that you are properly prepared for the future. Below are a few things to consider now that you finally have the keys to your new home.

The passing of a loved one is heartbreaking, but the aftermath can become even more painful if disagreements over their personal belongings tear your family apart. These disputes, especially when centered around meaningful objects, can leave lasting wounds that may never fully heal. Read more…