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
Trustee
Should I Keep My Estate Planning Documents in a Safe Deposit Box?
Over the years I have seen clients struggle to get access to a parent’s safe…
9 months ago
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
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