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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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.
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.
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.
Estate Planning for People Who Are Single
Estate planning is not just for married couples. Single people need to plan for their future, as well. Learn why you need to create a plan if you’re not married
An Intestate Will Leaves Your Assets and Loved Ones in the Court’s Hands
Sorting out an estate without a will can cause unexpected problems in California probate court. Learn more here.
Being a Guardian Is a Big Job With Big Obligations
Choosing a guardian is one of the most important and difficult aspects of estate planning. Here, learn more about the responsibilities of a guardian.
The Importance of Having a Will and a Living Trust
Wills and living trusts may seem like similar documents, but each has different functions. Learn more about both documents as part of a well-planned estate.
Protecting Your Estate When You’re Getting a Divorce
Divorce changes a lot in your life, and you need to reconsider your will, estate, and assets. Here, learn more about protecting yourself after a divorce.
Planning Your Estate When You Have Children
New parents who want to prepare for the future need to choose a guardian for their children, write a will, and establish a living trust.
You May Need to Act NOW To Preserve Your Home’s Low Property Taxes for Your Children - January 2021 Newsletter
In November, California voters approved Proposition 19. This may dramatically reduce your children’s ability to retain your below market property assessment
How to Make Modifications to a Living Trust-Based Estate Plan
Whenever there is a significant change in your life, you should review your estate plan to determine if you need to modify your living trust.
Setting Up a Living Trust-Centered Estate Plan
A California living trust offers many benefits over a will-based estate plan, including the ability to control and gift assets during your lifetime.

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When You Want the Very Best for Your Loved Ones, Choose Us.

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.
Lifetime Relationship. All of our estate plans include a free ongoing service package. We take phone calls any time you have questions, perform free estate planning checkups every three years, and keep you abreast of changes in the law and planning strategies with our complimentary newsletters and educational seminars. And, when the time comes, we will be there to help your trustee and loved ones.