Before We Get Started…
Why You Should Not Use AI to Create Your Estate Plan (At Least Not Yet)
Planning When Times Are Good, vs. Waiting For A Tragedy To Happen
Top 3 Do It Yourself Estate Planning Strategies – and Reasons To Hire A Professional
Planning For Your Parents
Why I Only Do Initial Consultations With the Potential Client
Why I Need to Share a Common Language with My Clients
Three Easy Tips for Discussing Estate Planning with Parents
Documents Needed For Estate Planning
Documents Needed: Advance Health Care Directive, or The Living Will
Documents Needed: Revocable Living Trust
California Trustee FAQs
Should I Name My Young Adult Child As Successor Trustee?
Why Naming Co-Trustees Is a Bad Idea
The Role of the Successor Trustee After Settlor(s) Death
Maybe I Just Won’t Plan…
Estate Planning Depending On Your Situation
Will My Child Be Left with No Money If Their Inheritance Stays in Trust?
Separate and Community Property in Marriage
Estate Planning For Single Guys (And Gals) Who Own Houses And Other Stuff
Estate Planning For Affordable Housing
Costs Related to Death and Property
After The Initial Plan Is Complete
Now That My Estate Plan Is Signed, What Do I Do with It?
Buying Out of State Real Property With a California Trust
Your Spouse Died, and You No Longer Want or Need Your A/B Trust – Now What?
The Process and Reasons To Update Your Estate Planning Documents
Three Ways to Update Your Trust: Amendment, Restatement, Starting Over
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