How to Create a Living Trust in California
A straightforward guide to how to create a living trust in California for families...Read more
What Is Grantor in California Family Trust?
Understanding the Role of Grantor in California Family Trust for San Diego Families Creating...Read more
Parent Child Exclusion in San Diego Explained (California Guide for Families)
A San Diego trust and estate planning attorney explains the key factors of parent...Read more
What’s the Difference Between a Will and Pour-Over Will in California?
In this estate planning blog post, Milda Goeriz, San Diego Trust and Estate Planning...Read more
Estate Planning for Widows and Widowers in San Diego: Key Steps After Your Spouse Passes Away
Losing a spouse is one of life’s most challenging transitions — emotionally, financially, and...Read more
What Happens to Joint Estate Plan After Divorce? A Friendly Guide for San Diego Families
Divorce and/or legal separation bring many life changes — and your estate plan is...Read more
Estate Planning for Cancer Patients in California: What to Do After a Cancer Diagnosis
Receiving a cancer diagnosis is overwhelming. Between medical appointments, treatment decisions, and emotional stress,...Read more
Cost of Will and Trust San Diego: What You Should Know
When it comes to planning for your family’s future and protecting your assets, knowing...Read more
How Long Does It Take to Set Up a Living Trust in San Diego?
If you’re thinking about setting up a living trust to protect your family, property,...Read more
How to Fund Your Revocable Living Trust
How to Fund Your Revocable Living Trust (San Diego Estate Planning Attorney Guide) Creating...Read more
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 moreLiving 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