Estate Planning

For married couples in California, a living trust is often the foundation of a clear and effective estate plan. We work with many couples who assume that marriage alone is enough to protect the surviving spouse. In reality, default laws often leave gaps, delays, and uncertainty during already difficult moments. A living trust allows you to clearly set your spouse up for success. It gives your spouse immediate authority to manage assets if you become incapacitated and provides a clear path forward if something happens [...]

An effective estate plan is not just about documents. It is about people. Naming the right individuals to make financial and medical decisions on your behalf is one of the most important choices you will make. Financial decision makers are typically named in a durable power of attorney and, in many cases, as successor trustees of your living trust. This person may be responsible for paying bills, managing accounts, handling property, and making significant financial decisions if you are unable to do so yourself. Medical [...]

Buying a home is often one of the biggest financial decisions a person makes. After closing, many homeowners focus on moving in and settling down, but from an estate planning perspective, this is also an important moment to review or begin planning. A home is frequently a person’s most valuable asset, and how it is titled matters. The way ownership is recorded can determine whether the property passes smoothly to loved ones or becomes subject to probate. In many cases, the default title selected at [...]

Estate planning often feels like something people put off until later. In reality, the best time to start is when life feels stable and decisions can be made thoughtfully, not under pressure. As we head into 2026, this is a good moment to take a clear look at your plan or begin one for the first time. You do not need to have everything figured out to get started. A solid estate plan begins with a few basic decisions. Who should make financial or medical [...]

The weeks of Christmas and New Years often bring families together in a way that does not happen at other times of the year. Homes are fuller, conversations last longer, and many people find themselves thinking about family responsibilities, aging parents, adult children, and what the next year may bring. It is also a moment when the importance of clear planning becomes easier to see. One of the most valuable things an estate plan provides is direction. When documents are clear and current, your family [...]

Family conflict is one of the most common and heartbreaking outcomes of an unclear or outdated estate plan. While most people assume their loved ones will “work it out,” the reality is that even close families can struggle to navigate grief, inheritance questions, and differing expectations. The good news is that a thoughtful plan can prevent most disagreements before they ever arise. Working with an experienced estate planning attorney, revocable trust attorney, or team of will and estate lawyers helps you put the right structure [...]

The holiday season often brings blended families together under one roof, making it a natural time to think about how your estate plan reflects the people in your life today. For many families, December is one of the few moments when everyone is in the same place, creating the clarity and perspective needed to review important decisions.

As families grow and change, it’s common to find yourself balancing two important responsibilities: caring for aging parents while managing your own estate plan. Thoughtful preparation can help ensure that everyone’s needs are met and that your family’s financial and legal affairs remain organized.