Estate Planning

As an estate planning attorney in Palm Springs, I regularly speak with individuals and families who assume estate planning begins and ends with a will. In reality, a complete estate plan includes a handful of carefully selected documents, each with a distinct role. Together, they protect your assets, your wishes, and your loved ones both during your lifetime and after your passing. Here is a look at the core documents included in a well-rounded California estate plan and why each is essential. Living Trust A [...]

Most people don’t put off estate planning because they don’t care. They put it off because life is busy, the process feels overwhelming, or they think they don’t own "enough" to make it worth doing.But here’s the reality: the cost of doing nothing almost always outweighs the effort of planning ahead.In California, even modest estates can get caught in probate. A home, a savings account, a small investment portfolio... These aren’t just numbers on a page. They’re the result of hard work and a [...]

If you own real estate in California and haven’t placed it in a living trust, your property is almost certainly going through probate. Many homeowners assume a will is enough to ensure their wishes are followed. Unfortunately, in California, a will alone does not prevent your estate from entering probate court. This process can be lengthy, expensive, and public, which is often the exact outcome my clients hope to avoid. Understanding Probate in California Probate is the court-supervised process of settling a person’s estate after [...]

The word “trust” often brings to mind images of generational wealth, sprawling estates, or complicated legal tools meant only for the ultra-rich. In reality, trusts are one of the most flexible and accessible estate planning options, especially for those with creative, personal, or non-traditional assets. If you’re an artist, designer, collector, or someone who has spent time curating a meaningful home or body of work, a trust isn’t about extravagance. It’s about protecting the intention behind what you’ve built. More Than Who Gets What: It’s [...]