Advance Directives

3 min read

Estate Planning Documents for Children Over 18

Recommended steps to get a basic estate planning foundation in place for a child over 18, so parents can still be involved and help them.

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5 min read

Signing Estate Planning Documents During COVID-19

There are several ways to execute estate planning documents when notarization is not an option due to COVID-19.

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2 min read

Living Will vs Living Trust

A Living Will only covers one phase of life (Health Care), whereas a Living Trust covers three distinct phases in relation to your assets.

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2 min read

Power of Attorney: Why You Need One

When the time comes, having a power of attorney is a critical document to have. The power of attorney is among a handful of estate...

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3 min read

Do I Need to Update My Will if I Move to a New State?

As an estate planning attorney, I am often asked (either by existing clients who are considering moving out of California, or by new...

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3 min read

Do You Really Need a Lawyer to Make a Will or Trust?

With the variety of options available today, it’s natural to wonder whether you really need a lawyer to make a will or create a living...

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3 min read

Estate Planning if You’re Childless

Estate planning is a very personal process. If you’re childless, it’s actually much more important to have an estate plan than you might...

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2 min read

Estate Planning for New Parents

Estate planning is something new parents need to put at the top of their must do list. I know you may be sleep-deprived, overwhelmed, and...

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2 min read

Estate Planning Can Help Protect Your Independence

When most people think of estate planning, they think about money or other assets. But we all have a much more important asset than...

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3 min read

What are the 3 “Must Have” Estate Planning Documents?

What important estate planning documents does a person need? Estate planning attorneys (such as the author) are the best qualified to...

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3 min read

Is Your Medical Directive Up to Date?

In 1976, California became the first state to pass laws enabling adults to record their wishes regarding end-of-life care and other...

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3 min read

Updating Your Estate Plan After a Divorce

Updating your estate plan after a divorce should be at the top of your must do list. Forbes’ recent article, “9 Things You Need To Know...

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4 min read

What Surviving Spouses Need to Do Immediately

Just last week, I spoke with a client whose trust based estate plan I’d prepared ten years ago. His wife had recently passed away. The...

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4 min read

Estate Planning Review for 2019

Your estate plan has a big impact on your finances and should be considered as important as your investment portfolio, says Wealth...

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3 min read

Preparing for the Inevitable: End of Life Decisions

My Dad broke his hip two weeks ago. After he was admitted to the hospital, I had the difficult but important conversation with his...

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