Estate Planning Blog From a Southern California Perspective

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Don’t Wait for a Crisis: The Holiday Conversation Every Family Needs to Have
Holiday gatherings reveal important changes in aging loved ones. Start the estate-planning conversation early to protect their wishes and avoid family stress.
The Importance of Properly Funding Your Trust: Avoiding a Probate Nightmare
Even the best trust can fail if it’s not funded correctly. Find out how to protect your estate from unnecessary probate in California.
One Size Doesn’t Fit All: Choosing the Right Marital Trust for Your Marriage and Estate
Discover which marital trust fits your marriage and estate best—learn the pros, cons, and tax impacts of five key planning options.
October Is Estate Planning Awareness Month — Don’t Wait to Protect What Matters Most
October is Estate Planning Awareness Month! Learn why now is the perfect time to create or update your estate plan and protect your family’s future
Estate Planning for Restricted Stock Units: What You Need to Know
Restricted Stock Units can create unique estate planning challenges. Learn how to protect your RSUs, reduce taxes, and ensure they support your family’s future.
California Set to Reinstate Medi-Cal Asset Test in 2026: What Families Need to Know
California will reinstate Medi-Cal asset tests in 2026: What Families Need to Know
The Critical Estate Planning Decision Most Families Never Make (Until It's Too Late)
Don’t wait for a crisis to act. Discover why incapacity planning is essential for protecting your family’s future and financial security.
Avoiding California Probate: Why a Revocable Living Trust Is Essential
Avoid costly probate, reduce family conflict, and keep your wishes intact. Learn how a tailored estate plan provides lasting protection.
What Happens to Your Business If You’re Gone Tomorrow? Here’s How to Protect It
Secure your business, protect your family, and preserve your legacy with an estate plan tailored for business owners. Learn how today.
New Baby, New Priorities: Why Your Estate Plan Can’t Wait
The birth of a child is one of life’s most joyful milestones. But becoming a parent changes everything, including your priorities for protecting your family.

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