
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!

Three Reasons Not to Do Your Will and Trust Online
I am an estate planning attorney, an executor of people’s estates, and a professional trustee, serving clients in Santa Barbara County, Ventura County, and Los Angeles County. Over the course of my career, I have seen hundreds of different estate-planning documents, including some from do-it-yourself online services, such as Nolo and LegalZoom. I appreciate that…
How To Take Care Of My Children With My Trust
Proper Wills & Trusts Are Critical with Children. If you’re a parent of young children, you are almost certainly concerned that if something happens to you, your children’s future security could be at risk. Part of the process of planning for your children is to name a guardian for them. Naming a guardian is a…
California’s Probate Process: A Guide for Beginners
California’s Probate Process: A Guide for Beginners Whether you’ve recently lost a loved one or are planning your estate, understanding California’s probate process can seem daunting. But don’t worry—you’re not alone! This guide aims to make the process a bit less mysterious and a lot more approachable. 😊 Table of Contents 1. What is Probate?…
Ten Things Your Divorce Lawyer Wants You To Know
I didn’t write this list. I’m neither this smart nor this funny. It was written by Deborah Zaccarro Hoffman, a Lyndhurst, OH Family Law Attorney. However, I agree 100% with each and every one of these: No you can’t move across the country without telling your ex. Or rather, you can, but you really don’t need…
Understanding Non Probate Assets: Protect Your Wealth
Delve into non probate assets to understand their importance in estate planning and protecting your family’s wealth and future.
The Essential Guide to Probate Attorneys in California
Probate attorneys in California play a crucial role in guiding individuals through the probate process, ensuring compliance with legal protocols and representing their best interests in court proceedings.
How to Minimize Taxes Through Estate Planning
Understanding the Basics of Estate Planning Estate planning is the process of organizing and managing your assets to ensure they are distributed according to your wishes after your death. It’s not just about drafting a will; it’s a comprehensive strategy that includes legal, financial, and tax considerations. The primary goal of estate planning is to…
Understanding Pre-Death Estate Planning for Families
Explore pre-death estate planning to protect your family’s future and understand key concepts that will keep your wealth secure.
How to Prevent Elder Financial Abuse with Legal Assistance
How to Prevent Elder Financial Abuse with Legal Assistance The golden years should be a time of relaxation and enjoyment. Unfortunately, for many elders, the reality can be quite different due to financial abuse. Recognizing and preventing elder financial abuse is crucial to ensuring a safe and secure environment for our senior loved ones. Legal…
How to Look Up a Trust in California: A Step-by-Step Guide
Planning for the future can feel overwhelming, but when it comes to protecting your loved ones, trusts play a powerful role. Unlike a will, which often goes through probate and becomes public record, a trust allows assets to be transferred privately. This privacy is often a key reason people choose trusts, but it also means…


