Understanding the Due on Sale Clause in California Estate Planning
Real estate often plays a central role when creating an estate plan in California. Given the state’s high property values and unique legal landscape, ensuring ... Read More
The Importance of a Digital Estate Plan
In today's digital age, our online presence is as significant as our physical assets. From email accounts to social media profiles, cryptocurrency to online banking, ... Read More
Protecting Your Home and Your Legacy: How to Properly Place Your Home in a Trust
In light of California's changing climate and the increasing frequency of wildfires, it has become more crucial than ever to ensure that your estate planning ... Read More
Choosing Your Successor Trustee: The Pros and Cons of Naming Co-Trustees
When discussing estate planning with clients, one question almost always arises: Can I designate more than one person as my successor trustee? It’s a great ... Read More
Maximizing Your Legacy: Going Beyond the Will for Effective Estate Planning
Estate planning is a topic often associated with drafting wills, but it's much more than that. While a will is a crucial element of any ... Read More
The Probate Process and Outstanding Debts
Probate in California can be avoided if you have the right strategy in place with the use of a revocable living trust, saving you money ... Read More
Is Your Estate Plan Up To Date?
Estate planning is a critical step in protecting your family and ensuring your wishes are carried out, but it’s not a one-and-done process. Life is ... Read More
When is the Right Time to Talk to Your Kids About Your Estate Plan
Conversations about estate planning, particularly wills, can be emotionally charged. Yet, having open, honest discussions with your children about your plans is one of the ... Read More
