Blog
When an Adult Child’s Circumstances Change
Most estate plans are written at a particular moment, around a particular set of assumptions. Everyone is well....
Naming Someone Is Not the Same as Choosing Them
Most people approach this part of their plan as a question about relationships. Who would be hurt to be passed over....
Authority That Travels: When Someone Needs to Act for You Abroad
Most conversations about international estate planning are conversations about death. Which country's law governs a...
Estate Planning When Your Children Live in Different States
Many families today are spread across the country — parents in California, children building careers and raising...
Estate Planning After Remarriage
Remarriage offers another chance at love, stability, and building a life on your own terms. It also reshapes your...
Marital Agreements Versus Wills and Trusts: Which Do You Need?
If you are entering a marriage or remarriage with significant assets, children from a prior relationship, business...
The Window That Won’t Stay Open: Legal Planning When Memory Begins to Change
A dementia diagnosis — or even the early signs that something may be changing — tends to arrive as a medical concern...
The Call That Sounded Like a Scam — But Turned Out to Be an Inheritance
It had all the hallmarks of a scam. A call from a stranger claiming that a family had inherited land they never knew...
Has Your Estate Plan Kept Pace with Your Life?
An estate plan is not a document you sign once and set aside. Life moves — families change, assets shift, tax laws...
Buying, Downsizing, or Relocating? Three Estate Planning Steps That Can’t Wait
A change in real estate — whether you are purchasing a second home, downsizing to something more manageable, or...
A Lifetime of Belongings: The Estate Planning Conversation Most Families Skip
A lifetime of meaningful possessions is something to be proud of. The homes we have built, the collections we have...
Flying Solo: Why Estate Planning Still Matters and What to Do Next
Whether you are widowed, divorced, or have simply built a life on your own terms, estate planning as a single person...
The Family Meeting: Making Sure Your Plan Speaks for You
Having an estate plan is one thing. Making sure the people named in it — and affected by it — actually understand your...
Raising Stewards, Not Mere Beneficiaries: Preparing the Next Generation for Inheritance
Steward — a term for someone entrusted with the care of something that does not personally belong to them — is...
Important Things Your Agent Under a Medical Power of Attorney Needs to Know
For many people in their later years, estate planning feels complete once a will or trust is signed. But one of the...
Estate Planning Considerations for Noncitizen Spouses
If you're married to a noncitizen spouse, your estate planning typically involves additional considerations that don't...
Organizing and Updating Your Asset Lists for Effective Estate Planning
If you've accumulated substantial assets over the course of your career and lifetime—investments, real estate,...
New FinCEN Rules for Residential Real Estate: What California Property Owners Need to Know Before March 1, 2026
New FinCEN Residential Real Estate Reporting Rules take effect March 1, 2026. Learn how they may affect property held...
