You may have an adult child who is happily married right now, but there’s always the possibility they could get...
How to Keep Your Child’s Inheritance Out of Your In-Laws’ Hands
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Right of Occupancy Trust—A Trust to Protect Your Home and Your Loved Ones
Estate planning is about protecting the people who matter to you most. But sometimes this can be more complicated than...
California Estate Planning – Updated Resource Booklets
We recently published updated versions of my three most popular resource booklets relating to California estate...
What to Do With Medications After Someone Dies?
A loved one’s passing leaves family members to figure out how to handle many different aspects of the person’s life,...
Seven Reasons to Consider a Family Estate Planning Office
Family estate planning offices provide an array of services specifically designed to meet the needs of affluent...
“Encanto” Raises Important Estate Planning Issues
Pop culture isn’t necessarily an accurate source of estate planning information. Still, in some cases, it can raise...
Leaving an Inheritance: Which Distribution Is Best?
As a parent, it may be one of your many goals to leave behind an inheritance for your beloved children. The good news...
Statements of Intent or Purpose in Trusts
California law allows trusts to be created “for any purpose that is not illegal or against public policy.” That very...
The Basics of Gift Taxes
This article is about taxes on gifts made during life, not about taxes that may apply to gifts made after death. The...
Debunking Estate Planning Myths: Janet on KALW in April
In April, Janet was featured on KALW's Your Legal Rights program, hosted by Jeff Hayden. Many of us don’t think about...
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...
Pour-Over Trust in Estate Planning
More and more people are bringing significant assets with them into marriage. As a result, both parties have separate...
Let’s make sure
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.
