
PARENTS & HOMEOWNERS: MY 7-STEP ESTATE PLANNING PROCESS WILL PROTECT YOUR HEIRS
From Creditors, Predators & Bad Choices, And Will Help You Become a (Bigger) Hero to Your Family!


10 Common Probate Pitfalls and How to Avoid Them
10 Common Probate Pitfalls and How to Avoid Them Probate can be a daunting process, filled with legal jargon and complex procedures. Whether you’re an executor or an heir, navigating probate can be challenging. In this blog post, we’ll explore ten common probate pitfalls and how you can steer clear of them. By understanding these…
Types of Trusts in California: Protecting Family Wealth in 2025
California families are facing new estate planning decisions in 2025 as trust laws shift and the federal estate tax exemption is set to drop to $5.49 million. Most people look at trusts as just a way to avoid probate or pass down the house, but the real story is bigger. The right type of trust…
What Should Be Included In A Will In California?
As an estate planning lawyer based in California, my goal is to help you understand the process of creating a will in a straightforward and stress-free way. Today, I’ll guide you through the essential elements you should include in your will. Think of this as a roadmap that ensures your wishes are honored, and your…
California’s Probate Process: A Guide for Beginners
California’s Probate Process: A Guide for Beginners Embarking on the journey of managing a loved one’s estate can feel overwhelming, especially if you’re new to the probate process in California. But fear not! This guide will walk you through the essentials, making the road a little less bumpy. Whether you’re dealing with this for the…
How to Include Charitable Giving in Your Estate Plan
Understanding Charitable Giving in Estate Planning Charitable giving in estate planning is a thoughtful way to ensure that your values and passions live on after you’re gone. It involves designating a portion of your estate—whether it’s money, property, or other assets—to charitable organizations or causes that matter to you. This process allows individuals to leave…
Estate Planning for Digital Assets: Protecting Your Online Presence
Estate Planning for Digital Assets: Protecting Your Online Presence In our increasingly digital world, estate planning has evolved beyond the tangible. While most people remember to include physical assets in their wills, digital assets often slip through the cracks. It’s crucial to understand how to protect your online presence and ensure your digital legacy is…
Special Needs Trust Guide 2025: Protecting California Families
Special Needs Trusts in California are not just for the ultra wealthy or legal experts. One surprising fact jumps right out: receiving more than $2,000 in assets can instantly disqualify a person with disabilities from vital benefits like SSI and Medi-Cal. Most families think a generous gift or inheritance is always helpful, but even a…
What is the Difference Between Power of Attorney and Conservatorship?
Certain situations may arise in anyone’s lifetime that leaves them unable to make personal or financial decisions for themselves. They may become incapacitated due to a medical condition that has rendered them unable to make their own choices. This type of circumstance often occurs in the case of an aging family member. When this happens,…
Diy Wills And Trusts. Are Legalzoom And Nolo Wills And Trusts Any Good?
Are DIY Wills and Trusts Any Good? Many websites offer customized, do-it-yourself wills and other estate planning documents. While these products are convenient, they can create legal troubles for heirs that are expensive and difficult to resolve. These digital services appear to offer a low-cost and easy alternative to visiting an estate planning or elder law attorney.…