Estate Planning Blog From a Southern California Perspective

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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.
Why Millennials Are the Most Likely to Challenge an Estate Plan and What You Can Do About It
Inheritance expectations are rising. Avoid courtroom battles with transparent, well-crafted estate planning. Learn how to protect your legacy.
The 2025 Estate Tax Overhaul Is Now Law—Are You Still Protected?
Read our blog for a breakdown of the key provisions and what they mean for your estate planning.
Blended Families: The Estate Planning Mistake That Could Disinherit Your Children (And How to Avoid It)
Avoid disinheriting your children by mistake. Learn smart estate planning strategies for blended families. Call today for a consultation.
The Mysterious Disappearance of Dia Abrams and What It Teaches Us About Careful Estate Planning
Tragedy, suspicion, and estate mismanagement—this real-life case highlights why careful planning and oversight are critical in estate documents.
Retiring Soon? Don’t Forget to Get Your Estate Planning and Financial Affairs in Order
Nearing retirement? Make sure your estate plan, powers of attorney, and healthcare directives are up to date before you relax.
Why You Should Be Open with Your Loved Ones About Your Estate Plan — Or Consider a Precatory Letter If You’re Not
Avoid family conflict—talk about your estate plan now or leave a precatory letter to explain your wishes.

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