Before We Get Started…
Why You Should Not Use AI to Create Your Estate Plan (At Least Not Yet)
Why using AI for estate planning can create problems that are only discovered later—when it’s too late to fix them.
Why I Only Do Initial Consultations With the Potential Client
Why the initial consultation must be with the person who may become the client – and not their helpful friend or relative.
Documents Needed For Estate Planning
Documents Needed: Advance Health Care Directive, or The Living Will
Documents Needed: Revocable Living Trust
Maybe I Just Won’t Plan…
Top 3 Do It Yourself Estate Planning Strategies – and Reasons To Hire A Professional
Planning When Times Are Good, vs. Waiting For A Tragedy To Happen
Estate Planning Depending On Your Situation
Separate and Community Property in Marriage
Estate Planning For Single Guys (And Gals) Who Own Houses And Other Stuff
Three Easy Tips for Discussing Estate Planning with Parents
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
The Role of the Successor Trustee After Settlor(s) Death
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