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Archive for Category: Blogs

Digital Estate Planning: Why Passwords Aren’t Enough

Key Takeaways Introduction She found the notebook in the top drawer of her mother’s desk. Six pages. Every account. Every password. Username, password, recovery question.

What You Should Know about Life Insurance in Estate Planning

Key Takeaways Introduction An estate plan may look perfect on paper—until your heirs need cash quickly. Life insurance can be a powerful tool for addressing

When Your Spouse Won’t Get on Board with Estate Planning: What to Do Now

Key Takeaways Introduction You’ve brought it up before. Maybe it came up after watching a friend go through something hard, a probate process that dragged

The Question Every Father Thinks He’s Answered (But Hasn’t)

There are two kinds of fathers. The first kind coaches the games, makes it to the school plays, stays up late helping with the projects,

When You’re Named Trustee, the Clock Is Already Running

Most people accept the role of successor trustee because they love and trust the person who asked them. That’s the right reason to say yes.

When Business Succession Planning Goes Wrong, It’s Usually Preventable

Most California business owners have a plan, at least in their heads. The problem is that a plan in your head doesn’t hold up in

Why Most California Estates End Up in Probate — And How to Avoid It

Probate is one of the most expensive and time-consuming legal processes a California family can face after losing a loved one. What surprises most people

How to Choose the Initial Trustee of Your Trust

When you establish a trust, you nominate someone to be the trustee. If you are creating a revocable living trust, you will likely be the

Creative Uses for a Loved One’s Stuff

The average American owns a great deal of stuff: toys, clothing, furniture, shoes, jewelry, dishware, tools, knickknacks, gadgets, books, papers. Trinkets from trips we may

Estate Planning for High-Net-Worth Families in Newport Beach

Key Takeaways The estate tax exemption will rise to $15 million per individual in 2026, but advanced planning is still essential to avoid the 40%

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