Estate planning articles for California families.
New articles are added regularly. Each is general information; for advice about your family, request an appointment.
All articles
Named as successor trustee: what should I do now?
Being named trustee often comes at the hardest time. What the role asks of you, and why it helps to have counsel beside you from the start.
The house was never put in the trust. Now what?
A parent signed a trust, but the deed was never changed. Why probate is not always the answer, and why the details decide.
Trust or will: what California families should know
How a living trust and a will differ in California, and why most homeowners use both.
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