Estate Planning essentials

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Now more than ever, it is imperative that each of us have a comprehensive estate plan in place. A properly executed Healthcare Directive, Power of Attorney for financial management, Will, and Trust allow us to express our wishes and make those wishes known to our...

Avoiding common Estate Planning mistakes

Estate planning is not about planning for your future. Instead, it is about easing the future sense of loss among your loved ones.  It is easy to make mistakes that cause your survivors more heartache. You want to leave behind a loving legacy, not a...

Understanding the California Probate process

Whether you are planning your own estate or serving as the executor of a family member’s will, knowledge of the California probate process can inform your decisions and actions. With probate, the state court supervises the process of administering a...

3 things to know about a Power of Attorney

There are many documents you may include in your estate plan in California. One option is a power of attorney. However, there are a few different types, so you want to familiarize yourself with them before deciding on which one to go with for your estate plan. Money...

What is Undue Influence

A trust is an excellent way for people to provide for their loved ones after they are gone. A person establishing a trust is often called a “trustor” and usually has his or her close family and friends in mind when the trust is drafted. The trust will identify the...