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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Estate Planning for Military Families
Military estate plans do not always differ in detail from those of their civilian counterparts, but they must often accommodate urgent concerns.
How Court Procedures Can Impact the Inheritance of a Child Born to Unmarried Parents
California parents need an estate plan that expresses their decisions about the inheritance rights of an illegitimate child. Our CA attorney explains.
How the Uniform Partition of Heirs Act Could Help Resolve Inheritance-Related Disputes
The Uniform Partition of Heirs Act overhauls existing probate law by giving co-tenants the chance to “buy out” shareholders in an inherited property.
Protect Your California Mobile Home From Uncertainty
California’s probate code can make it difficult to determine whether a mobile home is real property or personal property. Our California attorney explains.
How to Plan Your Estate When You Remarry
A second or third marriage could promise a fresh start. However, you may need to create or revise an existing CA estate plan to protect your child’s inheritance
The Importance of Estate Planning for Single Parents in the Golden State
Single parents often need an estate plan to ensure that their children remain protected from life’s many uncertainties. Our CA attorney explains.
California’s Community Property Laws Can Complicate Inheritances to Friends
While CA law affords everyone the right to make their own estate decisions, married residents may struggle to overcome community property-related obstacles.
How a Waiver of Spousal Rights Can Help Protect an Estate From Uncertainty
California law presumes that most spouses are entitled to a share of their partner’s estate. A waiver of rights could help families better protect their rights.
California’s Latest Law on Supported Decision-Making
Supported decision-making provides CA adults with disabilities an opportunity to retain their independence while receiving support from friends and family.
Estate Planning if You Have Rental or Investment Properties
Rental and investment properties could provide the foundations of a robust legacy, but they demand additional attention in estate planning.
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.

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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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