Do My Parents Need a Trust?
Do My Parents Need a Trust? If you’re juggling care for both your kids...Read more
Estate Planning for Digital Assets in San Diego
In today’s digital world, your online life is part of your legacy. From photos...Read more
Why You Need Advance Health Care Directive
Why You Need an Advance Health Care Directive Ensure your medical wishes are honored...Read more
Why You Need a Power of Attorney
Most of us spend a lot of time managing our finances, from paying bills...Read more
Successor Trustee Responsibilities in California
Seven Essential Steps for California Trust Administration If you’ve been named as a successor...Read more
Guardian for Minor Children: Protecting Your Kids if You Pass Away
If you’re a parent, one of the most important questions is: who will take...Read more
Why you need a will: estate planning basics
Many people wonder: “Do I really need a will or an estate plan if...Read more
What is Estate Planning?
Believe it or not, nearly everyone has an estate. Your estate includes everything you...Read more
Living Trust in California – Part 2
In Part 1 of this series, we explored the key benefits of a living trust,...Read more
Living Trust in California
A revocable living trust is a cornerstone of smart estate planning. If you’re considering...Read more
What is a Revocable Living Trust in California?
Most people have a basic understanding of a will, but the concept of a trust...Read more
Grantors, Trustees, and Beneficiaries in California
Creating a living trust in California involves several key roles, each with specific responsibilities....Read more
What is the number on your IRS Notice
A Quick Guide to the IRS notice numbers. If you have received a notice...Read more