Trusts

• Beneficiary
• Beneficiary Designation
• California
• Estate Planning
• Life Insurance
• Trusts

Life Insurance Beneficiaries and Your Trust: Do They Match?

When people think about an estate plan, they usually think about the trust itself: who…

• California Estate Planning
• Estate Administration
• Probate
• Probate Process
• Trust Administration
• Trusts
• Wills

Probate in Contra Costa County: What Walnut Creek Families Need to Know in 2026

Probate in Contra Costa County: What Walnut Creek Families Need to Know in 2026 When…

• Asset Control
• California Estate Planning
• Community Property
• Elder Law
• Estate Planning
• Joint Trusts
• Podcasts
• Separate Property
• Trusts

204: Estate Planning Misses: Addressing Separate Property in a Joint Trust

• Cash Access
• Elder Law
• Estate Planning
• Funeral Planning
• Joint Accounts
• Podcasts
• Probate
• Trusts

203: Estate Planning Misses: How to Make Cash Available Immediately After Death

• Asset Management
• Elder Law
• Estate Planning
• Podcasts
• Probate
• Real Estate
• Timeshares
• Trusts

202: Estate Planning Misses: The Timeshare Problem No One Talks About

• Asset Management
• Estate Administration
• Estate Planning
• Estate Planning Documents
• Incapacity
• Incapacity Planning
• Preparedness
• Probate
• Safety Deposit Box
• Trust Assets
• Trustee
• Trusts

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…

• Asset Protection
• Blended Family
• Celebrity Estate Planning
• Celebrity Estates
• Estate Planning
• Successor
• Trust Administration
• Trust Assets
• Trusts

What Can Hulk Hogan and Ozzy Osbourne Teach Us About Estate Planning?

When most people think about Hulk Hogan and Ozzy Osbourne, they probably envision iconic moments…

• Asset Management
• Beneficiary Designation
• Celebrity Estates
• Dual Citizenship
• Estate Planning
• Family Control
• International Tax Planning
• Music Industry
• Name Image Likeness Rights
• Podcasts
• Trusts

191: When Rock Royalty Gets Estate Planning Right: Lessons from Ozzy Osbourne’s $230M Legacy

• Asset Protection
• Bank account
• Blended Family
• Decision-Making
• Digital Assets
• Distribution of Assets
• Estate Administration
• Estate Planning
• Executor
• Family Dynamics in Estate Sales
• Finances
• Trustee
• Trusts
• Uncategorized
• Will and Trust Administration
• Wills

Summer’s Here, It’s Time to Open Up (to Your Estate Planning Attorney)

• Beneficiaries
• Estate Administration
• Estate Planning
• Succession Planning
• Successor
• Trust Administration
• Trustee
• Trusts
• Uncategorized

Is a Professional Trustee the Right Fit for Your Estate Plan?