Our Estate Planning and Probate Article Library

Our library articles contain vital information on living trusts, asset protection, incapacity planning, and probate requirements for California residents. Learn about what you must do, documents you will need, and deadlines you must meet in our online library.

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Creating a Special Needs Trust
A special needs trust can help California parents protect their children’s well-being while ensuring they can still get government assistance.

Category: Estate Planning
My “Summer School” Education - August 2021 Newsletter
With school still out and kids on summer break, I’m reminded of some interesting and formative summer experiences of my childhood, growing up in a small, rural farm town in South Jersey (Don’t believe there’s farmland in New Jersey? Well, my hometown’s name is “Vineland”!).

Category: Newsletters
How to Ensure Your Will Is Valid and Safe From Challenges
Wills in California have to meet certain legal requirements. If any are missing, the writer’s estate could be invalidated. Learn more here.

Category: Estate Planning
Britney's Song Can Teach Us a Lesson - July 2021 Newsletter
With Britney Spears’ terrible, unseemly conservatorship matters splashed all over the press, it’s hard not to know about her plight. Many people sympathize with the #FREEBRITNEY movement. Others find her sad story to be merely entertaining. Regardless of how you may feel about Britney and her very public dilemma, there’s a lesson here for all of us.

Category: Newsletters
What to Know About Inventorying an Estate in California
If you have been appointed the representative of a California estate, inventorying the decedent’s assets is among your most important responsibilities.

Category: Probate
Understanding Ambiguous Wills in California Probate
An ambiguous will is one that is not clearly defined or explained and may cause complications in California probate. Learn more here.

Category: Trust & Estate Administration
Father Becomes Grandfather by Attorney, Phil Kavesh - June 2021 Newsletter
As we prepare to celebrate Father's Day later this month, I spent some time thinking about all the father's in my life.

Category: Newsletters
Why You Need to Update Your Estate Plan After Moving to California
While many legal documents may still be valid after a move, you need to understand estate planning laws in the state where you choose to live. Learn more here.

Category: Estate Planning
Mother's Day Reflections by Arlyn Villanueva, Director of Operations & Estate Planning Paralegal - May 2021 Newsletter
We just wanted to take the time to wish all of the mothers, grandmothers, aunts, stepmoms, and mother figures a very Happy Mother's Day!

Category: Newsletters
Business Succession and Estate Planning
Only 10% of all family-owned businesses last beyond two generations, which is why it is important to have a business succession plan in place. Learn more here.

Category: Estate Planning
Estate Planning for Your Pet
CA is one of several states which lets residents name guardians or create trusts to ensure a pet is well cared for after their owners die. Learn more here.

Category: Estate Planning
Community Property in California
California is one of nine states with community property laws. These laws can have a significant impact on the estate plans of married couples. Learn more here.

Category: Estate Planning

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Experience and Expertise. Estate planning and post-death administration are all we do. Our attorneys have over 70 years of combined expertise in the field, and three of our attorneys have passed an additional Bar examination and peer review process to become State Bar Certified Specialists in Estate Planning, Trust and Probate Law. Two of our attorneys also have Master’s Degrees in Tax Law, giving us unique insight into how estate tax and income tax will affect your family’s inheritance.
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