Most estate planning conversations begin with children. For people without them, the conversation often begins with a...
Estate Planning Without Children in California
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Wealth Stewardship
Disclaiming an Inheritance in California Estate Planning
Estate plans are usually written around what each person will receive. The most thoughtful ones also consider a...
How a Right of First Refusal Works in a Trust
Many families own a place that means more than its appraisal. A house at Lake Tahoe where every summer happened. The...
The Seam Between One Generation’s Plan and the Next
Most families have more than one estate plan in play at any given time. Almost none of them have been looked at...
Ten Questions a Finished Estate Plan Still Raises
There is a particular kind of confidence that comes with having finished something. Especially an estate plan. The...
What an Estate Plan Says When No One Is There to Explain It
A well-made estate plan does two things. It directs, and it explains. The directing is the part everyone expects....
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....
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for everything you own
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