What to Do in the First Thirty Days After Someone Dies in California — A Practical Guide for Families
The first days after a death do not feel like the days that came before.…
2 months ago
Beneficiaries
What Changes When Mom Becomes Incapacitated?
If your mom (or dad) has a revocable living trust and has now been diagnosed…
10 months ago
Spring Cleaning for Your Life: Why Your Estate Plan May Need a Refresh in 2025: The Top 5 Things to Spring Clean in Your Estate Plan
As you begin to declutter your garage, empty out your closets of old clothes from…
1 year ago
5 Ways You Can Fill Out a Beneficiary Designation Form (and Who You Can Nominate!)
You have heard the common estate planner saying, “make sure your beneficiary designation forms are…
2 years ago
The Top 10 Passwords and Asset Information to Write Down for Your Trustee
When planning your estate, providing your trustee with essential passwords and information about your assets…
2 years ago
What You Need to Know About AB 2016: 3 Changes to Probate Law Coming in 2025
One of the noteworthy pieces of legislation passed in 2024 was Assembly Bill 2016 (AB…
2 years ago