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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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
Including Cryptocurrency in Your California Estate Plan Cryptocurrency is both a potentially valuable and highly volatile investment that demands a modern, professionally made estate plan. Our CA attorneys explain.
The Uses and Disadvantages of California Codicils A codicil might seem like a simple way to alter an existing estate plan. However, codicils can cause more problems than they solve. Our CA attorneys explain.
Leaving Gifts to Grandchildren in California Grandparents often try to help their grandchildren by naming them as beneficiaries in a will. Our lawyers explain why that can cause problems.
The Benefits of California SLATs A SLAT uses estate law and federal gift exemptions to provide a spouse with life-long access to trust assets. Our California estate attorneys explain.
How a California Prenuptial Agreement Could Help Cement Your Legacy Prenuptial agreements are often associated with divorce disputes, but they have the potential to serve as important estate planning devices, too.

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