Estate Planning Blog From a Southern California Perspective

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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.
Is Your Trust Missing This Key Role? 7 Benefits of Adding a Trust Protector
Naming a trust protector allows safeguards that add a layer of security and adaptability to an estate plan.
Stretching Out and Protecting Your Retirement Accounts for Your Children with a Retirement Protector Trust™
Stretch out IRA distributions and shield your children’s inheritance with a Retirement Protector Trust™. Learn how it works.
Trustee Trouble in Paradise: What Jimmy Buffett’s Estate Dispute Teaches About Fiduciary Duty
When co-trustees fail to collaborate, litigation can follow. Discover strategies to protect your trust from costly internal disputes.

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