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.

Here are four simple and practical tips to lay a proper foundation for future accessibility and use of your living trust based estate plan.

A successful virtual estate planning experience starts with a shift in mindset that in-person service is somehow superior (it isn't).

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

Estate planning is top of mind lately. This post explains what the fuss is about and how to get your estate planning crossed off your list.

Thanksgiving offers a unique opportunity to discuss estate planning with family. Here are some tips for starting a successful conversation.

We may enjoy watching courtroom drama in movies, TV and on stage, but when it comes to our own lives, most people will do just about...

There are many differences between a Will and a Living Trust. When clients begin the estate planning process, an initial decision to be...

There are a number of issues in that arise for estate planning in second marriages, as discussed in the article “Estate planning...

Estate planning with a will (as opposed to a living trust) often carries with it the need to involve a court process called probate to...

Putting off estate planning is never a good idea. Life happens, and before you know it, “someday” arrives. Everyone can benefit from...

I’ll admit, deciding how to choose a guardian for your kids isn’t a lot of fun. Who wants to think about a situation where their young...

Tom Petty’s widow, Dana York Petty, planned to include unreleased tracks from her late husband’s celebrated 1994 solo album as part of a...

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

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...

When it comes to estate planning with wills and trusts, fair does not always mean equal. Sometimes parents have good reasons for wanting...

You have likely heard the words “will” and “trust” as part of estate planning. What are the differences between the two, and how do you...

Avoiding probate is a major estate planning objective of many California individuals and families. Probate is the legal court process...

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...

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