Estate planning guides for California families.
Plain-English articles to help you understand your options before we meet. They are general information, not legal advice for your situation.
Articles
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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.
Planning guides
Advanced planning, illustrated.
- How a GRAT works: an illustrated example A hypothetical two-year grantor retained annuity trust, step by step, with the assumptions behind each figure.
- How a life insurance trust works: an illustrated example A hypothetical comparison showing how the ownership of a $10 million policy can affect estate taxes, with its assumptions.
- How a dynasty trust works: an illustrated example A hypothetical comparison showing how a dynasty trust may preserve more for later generations, with its assumptions.
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