When it comes to estate planning, a little information can go a long way. In our blog, our legal team explores common problems we see when reviewing estate plans, as well as tips you can put into practice immediately to protect your future.
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How to Make Sure Your Parents’ Estate Plan (or Yours) Will Work as IntendedAlthough we do our best to make sure our clients’ estate plans are properly designed, drafted, maintained and administered, things can still go wrong
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Free Dementia Care Resources at Local LibrariesWhile local libraries are best known for their books, many are expanding their role to meet evolving community needs...
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Tony Bennett’s Family Sings the BluesAfter the death of legendary singer Tony Bennett in 2023, disagreements arose among family members over how his trust and estate were being handled.
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When a “Mystery Will” Appears Years Later: The Tony Hsieh Estate (and Why It Matters to Your Family)Most people assume estate planning problems only happen to “other people.” Or to people with complicated families. Or to the ultra-wealthy.
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The Role of AI in Fall Prevention Among Older AdultsFalls are a major health risk for older adults in the United States, with serious potential consequences
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How Medicare Changes in 2026 Will Affect Older AdultsTakeaways Medicare is implementing changes in 2026 to lower prescription drug costs, enhance consumer protections, and test new care management approaches.
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Why the New Year Means It’s Time for a Trust CheckupAfter decades of helping families with their estate plans, one thing is clear: life never stands still.
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Navigating the Divide: Allocating Community and Separate Property in a California TrustUnderstanding community vs. separate property is crucial for trust administration in California. Learn how proper allocation impacts distribution.
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Trustee Accounting Made Clear: Managing Records, Reports, and ResponsibilitiesLearn best practices for trustee record-keeping and trust accounting — ensure compliance, transparency, accurate documentation and proper financial reporting.
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A Trustee's Guide to Charitable Trust AdministrationLearn how to administer charitable remainder and lead trusts in compliance with tax laws, manage distributions, and maximize charitable benefits effectively.
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Should You Buy Long-Term Care Insurance?Most people don’t like to think about needing help with dressing, bathing, or memory issues down the road.
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Understanding the Role and Powers of a Trust Protector in California TrustsLearn about the role and powers of a trust protector in California trust administration, including oversight, modification authority, and legal limits.
