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The Gap between Baby Boomers and Their Inheritors
As the great wealth transfer approaches, expectations about who will inherit and how much are proving very different from reality for many families.
Don’t Fall for Estate Planning Myths
Estate planning is surrounded by misconceptions that often keep people from taking simple steps that could protect their families.
What Does a Trustee Do When the Trust Creator Dies?
The first thing that happens depends on what type of trust the grantor had established.
AI Is Increasing Access to Estate Planning. However, Be Wary of Its Limitations
Technology can make estate planning more accessible. However, it cannot replace thoughtful legal judgment.
Love, Not Paperwork: How Estate Planning Is One of the Most Thoughtful Gifts You Can Give Your Partner
A practical guide for California couples on how estate planning protects partners, shared assets, and future decisions with clarity and care.
How to Plan for Retirement as a Solo Ager
Retirement planning looks different when you are navigating later life without a spouse or built-in support system.
When Can Property Be Transferred with Power of Attorney?
A power of attorney can be a powerful planning tool. However, it comes with strict limits—especially when real estate and family members are involved.
Estate Planning for Digital Assets in California: Crypto, NFTs, Online Accounts & Wallets
A practical guide for California families on protecting cryptocurrency, NFTs, and online accounts through thoughtful digital asset estate planning.
Protecting Elderly Loved Ones from AI-Powered Scams
Older adults can stay safer online when families understand how AI-driven scams work and take steps to reduce risk.
Update Your Retirement Plan to Account for a Longer Life
Living longer is a gift. However, it also means your retirement savings, healthcare strategy and estate plan must last longer than ever before.
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