Proposition 19 Estate Planning in the Bay Area: Helping Families Protect What They’ve Built
He had always assumed the house would pass to his children the way his parents'…
4 months ago
Blog
The 2026 Medi-Cal Reinstatement and Why Most Bay Area Families Wait Too Long to Plan
She called on a Tuesday afternoon. Her father had been diagnosed with dementia six weeks…
5 months ago
Answering Your 10 FAQs About Irrevocable Life Insurance Trusts
With the threat of a “sunset” at the end of this year of the current…
11 months ago
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…
12 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
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
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