Our Estate Planning Library Articles

Our legal library contains a variety of articles to help people understand the California estate planning process. Browse through our library to learn about the documents included in an estate plan, how to protect your future health and medical care, and how to ensure that your wealth will be appropriately passed down to your loved ones.

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Why Disinheritance Is Rarely Simple
While California’s Probate Code affords adults the right to make estate decisions, disinheritance must always be enacted with an eye toward caution.
How to Include Your Religious Beliefs in Your Estate Plan
A comprehensive estate plan protects your legacy, but it can also accommodate your religious needs and beliefs. Our attorneys explain.
Why Millennials Can’t Afford to Overlook Their Estate Plans
A comprehensive estate plan can help millennials make critical decisions about their own health, wealth, and mental well-being. Our CA lawyers explain.
An Estate Plan Could Help You Protect Your Digital Assets for Future Generations
While California’s probate code is not designed to accommodate digital assets, a trust could help you protect your nonfungible tokens. Our attorneys explain.
California Residents Can Use Trusts to Keep Their Assets Safe From Prying Eyes
If privacy is important to you, a California estate planning attorney can help keep your assets safe from prying eyes. Our CA lawyers explain.
How to Create a Digital Estate Plan in California
While CA recognizes the legitimacy of a digital estate, establishing one that is comprehensive and secure still requires preparation. Our CA attorneys explain.
How to Protect a Loved One With Diminished Mental Capacity
If your spouse has diminished mental capacity or is of unsound mind, you may be able to petition the courts to help your loved one manage their assets.
What to Consider Before Entering Into a CA Joint Tenancy Agreement
Joint tenancy agreements are among the most common modes of homeownership, but they are not without disadvantages. Our CA attorneys explain.
How Inflation May Impact Estate Planning
Today’s inflation rates are at record highs. If you have an estate plan, you need to consider how inflation could impact your legacy. Our CA attorneys explain.
How U.S. Citizens Abroad Can Benefit From Estate Planning
Most expatriates are familiar with the necessity of reporting foreign income to the IRS, but few protect their estates from taxation. Our CA attorneys explain.
California Estate Planning During a Recession or Crisis
A comprehensive estate plan allows you to minimize existing risk while pre-empting future threats to your assets. Our CA attorneys explain.
Using a Video Will in Your California Estate Plan
While some states accept videotaped wills as legally binding, California only recognizes written wills as valid estate planning documents. Our attorneys explain

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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.
Customization and Attention to Detail. Before we create or update your estate plan, we get to know you, your goals, and what matters to you most. We take the time to listen to your concerns and attend to each of your unique needs and desires as if they were our own. When we complete your plan, we perform a detailed quality control process to help ensure your objectives are met. We also provide you with a personalized Owner’s Manual containing all of your important documents, and your Successor Trustee with a Manual containing helpful, plain-English checklists and easy-to-follow procedures.
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