Life Insurance Beneficiaries and Your Trust: Do They Match?
When people think about an estate plan, they usually think about the trust itself: who…
2 weeks ago
Beneficiary Designation
What Changes When Mom Becomes Incapacitated?
If your mom (or dad) has a revocable living trust and has now been diagnosed…
10 months 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
Five Milestones for Young Adults That Reveal a Need for an Estate Plan
As young adults embark on the journey toward independence, many significant milestones exist to celebrate.…
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
The Do’s and Don’ts of Discussing Your Estate Plan This Holiday Season
As the cooler weather dawns upon us, we cannot help but feel the nostalgia of…
2 years ago
How to Protect Separate Property in Estate Planning
How to Protect Separate Property in Estate Planning Estate planning in California can be complex,…
2 years ago