How Expensive Is Probate in California and How to Avoid It

Not every estate plan requires the same approach. The real question is whether a will alone can meet your goals or whether a trust is necessary to fully protect your family and assets…
Will vs Trust in California: When Each Makes Sense as Your Primary Estate Planning Document

Not every estate plan requires the same approach. The real question is whether a will alone can meet your goals or whether a trust is necessary to fully protect your family and assets…
How a Spendthrift Trust Protects Your Child’s Inheritance

Writing your own estate plan may seem like a smart and affordable decision. Online services and pre-made trust templates promise simplicity and control. In practice, these plans often create confusion, conflict, and expensive legal problems after someone passes away…
Estate Planning for People With Dementia in California

Writing your own estate plan may seem like a smart and affordable decision. Online services and pre-made trust templates promise simplicity and control. In practice, these plans often create confusion, conflict, and expensive legal problems after someone passes away…
Don’t DIY Your Estate Plan in California

Writing your own estate plan may seem like a smart and affordable decision. Online services and pre-made trust templates promise simplicity and control. In practice, these plans often create confusion, conflict, and expensive legal problems after someone passes away…
How Does a Living Trust Work in California?

Living trusts are one of the most commonly recommended estate planning tools in California, yet they are also one of the most misunderstood. Families often overlook that creating a living trust means giving up control of their property or locking assets away. In reality, the opposite is true…
Do I Really Need an Estate Plan If I’m Not Wealthy in California?

One of the most common questions I hear as a California estate planning attorney is simple and honest. Do I really need an estate plan if I am not wealthy?…
When Should You Update Your Estate Plan in California?

One of the most common questions I hear as a California estate planning lawyer is whether a living trust can be changed after it is created. The short answer is yes, in most cases, you can change a revocable living trust whenever you want…
Can You Change a Living Trust After It’s Created? California Rules

One of the most common questions I hear as a California estate planning lawyer is whether a living trust can be changed after it is created. The short answer is yes, in most cases, you can change a revocable living trust whenever you want…
Transfer on Death Deeds in California: What You Should Know

California homeowners are often told there is a simple way to avoid probate using a transfer on death deed. On the surface, this sounds appealing. Probate in California is expensive, slow, and public, and most families want to avoid it if possible…