Not every committed relationship leads to marriage—and for many couples later in life, that's a deliberate choice....
Protecting Your Partner When Marriage Isn’t Part of the Plan
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Asset Protection
When Courts Decide for You: Understanding Living Probate and How to Plan Ahead
While many proactive individuals understand the importance of having a comprehensive estate plan, they often assume...
What to Know Before Leaving Assets to Grandchildren and Young Beneficiaries
Grandparents, aunts, uncles, and close family friends often want to leave meaningful gifts to the next generation....
12 Estate Planning Mistakes That Could Impact Your Family’s Future
Many people believe that a simple will is all they need to accomplish their goals for the future. However, a flawed...
Why Your Retirement Success Could Become Your Children’s Vulnerability
California families are accumulating retirement wealth at unprecedented levels. Tech industry 401(k)s routinely reach...
Strategic Asset Protection: How Families Use Domestic Trusts to Shield Future Wealth
A tech entrepreneur recently posed a question that's becoming increasingly common: "Janet, I've built significant...
Why Families Can’t Afford Insurance Gaps in Their Estate Plan
From my Los Altos office, I regularly witness a troubling pattern among California's high-net-worth families:...
Absolute Trust Talk Interview: Beyond Borders: International Estate Planning Essentials for Families (Part 3)
One of the most common mistakes I see in my practice happens when well-meaning US citizens assume their domestic...
Absolute Trust Talk Interview: Beyond Borders: International Estate Planning Essentials for Families (Part 2)
The most expensive mistakes in international estate planning often occur not because families lack good intentions,...
Absolute Trust Talk Interview: Beyond Borders: International Estate Planning Essentials for Families (Part 1)
International estate planning involves a range of considerations that extend far beyond typical domestic planning....
5 Federal Taxes That Impact Estate Planning
If you're like most people, the estate tax comes to mind when you think of estate planning. The state of California...
FAFSA Guideline Change Aids Grandparents in Funding Kid’s Education
FAFSA Guideline Change Aids Grandparents in Funding Kid’s Education Many grandparents enjoy the chance to help their...
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the right people get your stuff.
Planning and protection
for everything you own
and everyone you love.
for everything you own
and everyone you love.
