A change in real estate — whether you are purchasing a second home, downsizing to something more manageable, or...
Buying, Downsizing, or Relocating? Three Estate Planning Steps That Can’t Wait
read more
Estate Planning
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...
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...
Protecting Your Partner When Marriage Isn’t Part of the Plan
Not every committed relationship leads to marriage—and for many couples later in life, that's a deliberate choice....
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....
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...
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...
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.
