If you have a loved one with special needs, estate planning isn't just about passing on assets—it's about making sure they're taken care of for the long haul without accidentally messing up their benefits. A lot of well-meaning parents, grandparents, and siblings make the mistake of leaving mone...

As a California Estate Planning attorney, I often have clients who own property in other states. Whether it's a vacation home in Nevada, a rental property in Arizona, or farmland in Texas, out-of-state property can complicate your estate planning if not handled correctly. Failing to properly addr...

When clients come to my office to create a Trust, one common concern is what happens if they forget to transfer an asset, such as their home, bank accounts, or other property, into the Trust. This is a frequent issue, especially for individuals who are pressed for time, such as those preparing fo...

Many people have questions about estate planning, and one of the most common topics is whether it makes sense to name a living trust as the beneficiary of an IRA or 401(k). While this can be a good idea in some situations, it's not the right choice for everyone. Let's break down the pros and cons...

When the settlor of a trust (the person who created it) passes away, the named Successor Trustee assumes the responsibility of managing and administering the trust's assets. One of the most frequently asked questions is: How should a Successor Trustee determine reasonable compensation? In Califor...

Blended families are increasingly common, and while they bring unique dynamics and joy, they can also present complex estate planning challenges. In California, where property laws and inheritance rights vary depending on family structure, careful planning is essential to avoid unintended dispute...

When people come to my office to create a Will or Living Trust, they often ask how life insurance fits into their estate planning strategy and whether life insurance proceeds might be taxable to their Beneficiaries. This is a great question, especially for California residents who want to provide...

As a California estate planning attorney, one of the most important discussions I have with clients involves planning for the possibility of future incapacity. It's not the easiest topic to talk about, but it's an essential part of ensuring your affairs are handled according to your wishes if you...