Articles Posted in Uncategorized

If you became seriously injured or ill and couldn’t speak for yourself, who would make decisions about your care? An Advance Health Care Directive allows you to be prepared for such unexpected events to ensure your health care decision are known to your medical providers and loved ones. This prevents uncertainty, conflict, and legal delays…

Key Responsibilities, Legal Duties, and Asset Protection Tips You’ve Been Named a Trustee—Now What? Being named as a trustee is an honor—but also a legal responsibility with serious implications. Whether you’re managing a trust for a loved one or stepping into the role for the first time, you might be wondering: What exactly am I…

Even after the legalization of same-sex marriage in the U.S., LGBTQ couples still face unique legal and financial planning challenges, especially when it comes to estate planning. Whether you’re married, in a long-term partnership, or somewhere in between, having a clear, legally binding plan in place is essential to protect your partner, your assets, and…

Understanding Probate in California: What You Need to Know  Probate in California is a complex and often misunderstood process. When someone passes away owning assets worth more than $184,250 in their individual name, those assets must go through probate court to be distributed to heirs or beneficiaries. This article aims to demystify the probate process…

When most people think about estate planning, they picture the usual suspects — wills, trusts, maybe a family home or a few cherished heirlooms. But there’s something just as real, just as valuable, and often completely overlooked: your digital life.  From online banking and investment accounts to your social media profiles, photo libraries, and password…

Fighting over provisions in your will or trust can derail your final wishes, rapidly deplete your financial legacy, and tear your loved ones apart. However, with proper planning, you can help your family avoid a potentially disastrous fight.    If you are concerned about challenges to your estate plan, consider the following:  Following these four tips…

What Every Trustee Should Know: The 6 Key Stages of Trust Administration in California  Serving as a trustee can feel like stepping into a complex maze — just when you’re grieving the loss of a loved one, you’re suddenly responsible for handling legal, financial, and family matters that most people have never encountered before.  The…