The Journal — Plain-English Estate Law
Plain-English guidance on wills, trusts, probate, and protecting your family in California.
7 Essential Estate Planning Questions for Families
Discover 7 essential estate planning questions for families. Learn how to protect your legacy, avoid probate, and secure your children’s future with these tips.
Read →What an Estate Planning Attorney Does for Your Future
Short answer: An estate planning attorney drafts and funds the legal documents that control what happens to your money, your property, and your medical care if you become…
Read →Trusts and Benefit Eligibility?
Quick answer: A properly drafted special needs trust lets a disabled person keep means-tested benefits like SSI and Medi-Cal while the trust pays for extras the government does…
Read →The Benefits of Naming a Trust as a Beneficiary
Quick answer: Naming a trust as the beneficiary of a life insurance policy or bank account gives you control over timing, conditions, and who actually receives the money,…
Read →Estate Planning: Single Parents
Short answer: For a California single parent, the document that matters most is a will that nominates a guardian for your children, because that is not something a…
Read →Estate Planning Attorneys in Trust Admin
Short answer: A trustee in California is personally on the hook for following the trust’s terms, sending the required notices, filing the trust’s tax returns, and accounting to…
Read →Does a POA Have to Be Filed With the Court in California?
Quick answer: No, a California power of attorney generally does not have to be filed with a court to be valid. Once properly signed and notarized, it works…
Read →7 Essential Tips for Charitable Giving Estate Planning
Discover 7 practical tips for charitable giving estate planning to help California families protect wealth and support causes they care about.
Read →Want a straight read on where you stand?
Talk to Eric. A free 30-minute call, no pitch. He’ll tell you where you’re exposed, what it would cost to fix, and what you can skip.
Talk to Eric