Journal
Plain-English guidance on wills, trusts, probate, and protecting your family in California.
Understanding the HIPAA Release and Its Importance in Estate Planning
Understanding the HIPAA Release and Its Importance in Estate Planning When we think of estate planning, our minds often drift towards wills, trusts, and the distribution of assets.…
Read →Same-Sex Estate Planning Guide
Plan your 2026 estate: Same-sex couples guide. Protect assets, inheritance, healthcare wishes. Expert legal advice ensures your future. Get started today.
Read →Protective Trusts How They Work
Quick answer: A protective trust (most commonly called a spendthrift trust in California) lets a grantor leave assets to a beneficiary while putting a trustee in control of…
Read →The Impact of California Laws on Estate Planning
Understanding Estate Planning in California Estate planning is a critical process that ensures your assets are distributed according to your wishes after your passing. It involves creating legal…
Read →CA Will Guide: Your Valid Will
Create a valid CA will in 2026 with this guide. As a California attorney, I simplify the process and ensure it meets legal requirements for capacity,...
Read →The Dangers of Adding Your Children to Your Bank Account: Why Its a Terrible Idea
Quick answer: Adding your child as a joint owner on your bank account exposes your savings to their creditors, their divorce proceedings, and potential financial abuse. When you…
Read →When Do You Need a Pour-Over Will?
People often consider making revocable living trusts to avoid an arduous, costly probate process for their beneficiaries. Instead, the ownership of assets in the trust passes relatively simply…
Read →Understanding Trusts: A Comprehensive Guide
Are you feeling a bit lost when it comes to estate planning? I get it. The world of wills and trusts can seem like a whole other language.…
Read →Want a straight read on where you stand?
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