California Joint Tenancy and Property Tax Reassessment: Prop 19 Guide (2026)
If you own real property in Roseville, ...
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136 articles on
Lord Voldemort, Money and Your Kids
I’ve been a California estate planning attorney for 28 years. I’ve worked with thousands of ...
Charles Dickens and Estate Planning
I’m not an English professor, but I believe I’m in good company in saying that Charles Dickens is the greatest ...
Top 10 California Estate Planning Mistakes (And How to Avoid Them)
After more than 25 years of California estate planning, I've seen the same mistakes made over and over. None ...
Your Estate Plan Will Have a Big Impact - Choose the Good Guys
This is a short article about a basic truth about estate planning: your estate plan will have a big impact. Whether ...
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You Need Life Insurance
In my last post, I wrote about the importance of ...
Hand-Off Instructions: What Your Family Needs When You Die or Become Incapacitated
Losing a spouse or parent is one of the hardest things any of us will have to deal with. The weight of the ...
How to Avoid California Probate Without a Living Trust: 7 Methods Explained
California probate is expensive, slow, and public. Most estate planning attorneys, including us, recommend ...
California Estate Planning Guide: Living Trusts, Wills, and Everything You Need
This guide covers everything California families need to understand about estate planning, from why a living trust ...