Blog

The Role of a Fiduciary and Why It Matters
When you set out to build an estate plan, your first inclination is usually to

How to Fund a Revocable Living Trust in San Mateo
You’ve made the decision to open a revocable living trust to secure your family’s financial

Advanced Health Care Directives and HIPAA
Most people think estate planning only means planning how their money and assets will be

Planning for Minor Children and Guardianship
Every parent wants to provide a good life for their children, but seldom do we

Joint Trust vs Separate Trust: What’s Best for Married Couples in Estate Planning
Many married couples in California know that they need a trust, but aren’t always sure

Guidance to Trustees: How to Distribute Trust Assets to Beneficiaries in California
Being named as the trustee of an estate is a significant responsibility. Whether you’re a

How to Gift Assets During Life: Tax-Efficient Gifting Strategies for Estate Planning
Families of all shapes and sizes use estate planning to leave financial and other gifts

Divorce and Estate Planning in California
Getting a divorce isn’t a decision that is taken lightly, but sometimes it’s the only

Digital Assets and Estate Planning: Managing Digital Assets After Death in California
Traditionally, estate planning has revolved around how physical assets are handled after death. Homes, properties,

Can You Write Your Own Will? The Pros and Cons of DIY Wills
Everyone loves a good do-it-yourself project: restoring an old dresser, re-painting your bedroom, upcycling old