Steward — a term for someone entrusted with the care of something that does not personally belong to them — is...
Raising Stewards, Not Mere Beneficiaries: Preparing the Next Generation for Inheritance
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Blog
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 Tips for Someone Facing Major Surgery
Receiving news that you need major surgery is never easy. Between coordinating with family members, arranging for...
Your Future Caregivers May Not Be Who You Think They Are
A growing national issue now touches nearly one in four American adults: the caregiving crisis. That means either...
The Hidden Risks of Writing Your Own Property Deed
One goal of estate planning is to help your assets, including your home, pass to your chosen beneficiaries quickly and...
Emotions the Estate Planning Process Can Bring Up—and How to Address Them
Estate planning brings up complex emotions—whether you're creating your first plan, updating an existing one, or...
How to Get Organized to Meet with Your Estate Planning Attorney
Preparing to meet with an estate planning attorney can feel overwhelming. Whether it's your first meeting or you're...
Beyond Assets: The Power of Ethical Wills
What do you hope to leave behind for your loved ones? Beyond the financial aspect, how do you hope your legacy will be...
If I Leave Someone My Home, What Do They Really Get?
Your home is likely one of the most valuable assets you own, if not the most valuable. Calling it an asset can sound...
Stress Test Your Estate Plan
Creating an estate plan is a significant accomplishment. However, the work doesn't end when the documents are signed....
Probate Notes Podcast: Empowering Professionals with International Tax Knowledge with Janet Brewer
International estate and tax planning presents unique challenges that many probate professionals encounter but few...
Strategic Year-End Charitable Giving for California Families
As year-end approaches, California families with substantial assets face both an opportunity and a deadline: how to...
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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.
