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Category Archives: Blog

Young smiling couple planning their estate with paperwork and calculator on table

Estate Planning for Young Adults in California

03/04/2024
When you hear the phrase “estate planning”, chances are your older relatives come to mind. After all, only your parents and grandparents should worry about their assets – right? It might surprise you, but the answer is no! Below, our ... Read More
Senior woman signing papers for estate plan

Can an Executor Change a Will?

02/26/2024
An executor plays a key role in managing a deceased’s person’s estate when they pass away. But what powers does an executor have? And can a will be changed by an executor? If you’re named as an executor, or you’ve ... Read More
Relaxed senior man signing a legal document at home for his estate plan

What Happens After Probate Is Closed in California?

02/19/2024
The probate process can be confusing. However, it’s often a key part of settling a person’s estate–and letting those left behind move on. But what happens after probate is “closed”? And how long does the process take? Below, we take ... Read More
Senior man and woman meeting with an estate planning attorney to discuss their estate plans 

When Is Probate Required in California?

02/12/2024
Probate is a legal process for settling assets after a person dies. “Assets” include homes, bank accounts, retirement accounts, and other personal property. The issue is that probate can be a complex – and lengthy – procedure to go through. ... Read More

Topanga Canyon Estate Planning Attorney

11/20/2023
Many believe estate planning only applies to the elderly, but it’s never too early to start to plan for the future. Estate planning is valuable for anyone who owns property or has specific desires for their belongings – large or ... Read More

How Can I Ensure My Wishes Are Followed in My Estate Plan?

11/06/2023
You may invest considerable time and energy in your estate plan, but how do you ensure it supports your final wishes regarding asset distribution, end-of-life care, funeral plans, and other key considerations? Here are the key benefits of estate planning ... Read More

How a Living Trust Facilitates Ease of Asset Distribution

11/06/2023
In a typical week, I receive calls from individuals facing two common situations involving the estates of their deceased relatives. The first scenario involves someone without a will or trust, necessitating a lengthy and costly probate process. This can extend ... Read More

Do I Need An Estate Plan?

10/30/2023
Many ask if an estate plan is necessary. If you own a house in Southern California, it’s vital. Avoiding probate is key. For instance, with a million-dollar house and a $900,000 mortgage, probate costs about $23,000 in attorney’s fees and ... Read More

California Conservatorships for Children with Disabilities: What You Need to Know

10/23/2023
Our firm specializes in obtaining conservatorships for adult children with developmental disabilities. These conservatorships are referred to as limited conservatorships. Today, I’d like to discuss two distinct types of conservatorships: limited conservatorship and general conservatorship. In a general conservatorship, all ... Read More

Do Living Trusts Help Prevent Family Disputes?

10/23/2023
A living trust, also described as a revocable trust, is a popular estate planning tool that allows you to bypass probate, maintain privacy, and keep a higher level of control over your assets after you pass. Moreover, a skilled living ... Read More