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
Trust Administration
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
What Happens If You Die Without a Trust in California?
If you own a home in the East Bay, you’ve raised a family here, or…
5 months ago
FIVE IMPORTANT THINGS YOU PROBABLY DIDN’T KNOW ABOUT ORGAN DONATION
A friend and colleague recently brought to my attention an aspect of our estate planning…
8 months ago
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
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