Articles Posted in Estate Planning

Common Estate Planning Misunderstandings Families Face Many people assume that once they have a will, their estate planning is complete. While a will is an important legal document, it is often only one part of an effective estate plan. Families are frequently surprised to learn that a will alone may still lead to delays, court…

When most people hear the words estate planning, they think of death, worst-case scenarios, or something they’ll “get to later.” That mindset alone keeps many families from putting even a basic plan in place. But estate planning isn’t really about death.It’s about control, clarity, and care, especially while you’re alive. Control: Keeping Decisions in Your…

Many Californians believe trusts are only for the wealthy. In reality, a Revocable Living Trust is one of the most important planning tools available, especially in California, where probate is expensive, time-consuming, and public. Below are the three groups who benefit most from having a trust. 1. California Homeowners Under Probate Code §13100, estates exceeding…