Estate Planning

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173: Stop Family Feuds: Expert Tips for Probate Real Estate Sales

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171: IRS Audits Uncovered: What Triggers Them and How to Prepare

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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.…

• Estate Planning
• Holographic Wills
• Podcasts
• Probate
• Wills
• Witnesses

168: Understanding Probate Part 2: What Exactly Is a Will?

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167: Understanding Probate: A Closer Look at the Personal Representative’s Duties

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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…

• Asset Protection
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• Uncategorized

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…

• Beneficiaries
• Beneficiary Designation
• Decision-Making
• Estate Planning
• Heirs
• Incapacity Planning
• Succession Planning
• Trustee
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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…

• Asset Protection
• Estate Administration
• Estate Planning
• Podcasts
• Probate
• Successor

154: Unlocking Assets Without Probate: The Benefits of Using a Small Estate Affidavit

• Asset Protection
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How to Protect Separate Property in Estate Planning

How to Protect Separate Property in Estate Planning Estate planning in California can be complex,…