While not every estate needs probate, preparing for this process can help with the smooth administration of your estate. California, like other states, has specific laws that cover probate. Review the California probate requirements to inform your estate planning....
Estate Planning
How can I use my estate plan to protect my heirs’ inheritance?
As you approach your retirement years, you may need to use estate planning to help you preserve your personal property and wealth. Whether you plan to leave behind cash, property or some other assets to your loved ones, a comprehensive estate plan can help shield...
Estate planning after a dementia diagnosis: legal mental capacity
You have probably heard the term "being of sound mind" in conjunction with a will, but that phrase does not automatically mean a family member with a dementia diagnosis cannot participate in estate planning. In fact, after a dementia diagnosis, it becomes critical for...
Avoid these common estate planning mistakes
Even when you know you need an estate plan, you may be unsure where to start. Understanding the common mistakes that arise during this process can remove some of the confusion. Get ready for estate planning by learning about the pitfalls to avoid. Not updating your...
Passing On What Is Really Important – When a Will Is Not the Only Way -2
Most people begin the estate planning process, because they believe that it will help their families, by making their wishes clear while they are still alive. And an estate plan will do exactly that when it comes to health care and major assets. But the traditional...
Passing On What Is Really Important – When a Will Is Not the Only Way
Most people begin the estate planning process, because they believe that it will help their families, by making their wishes clear while they are still alive. And an estate plan will do exactly that when it comes to health care and major assets. But the traditional...

