You Signed a Trust. Is It Actually Funded?
A trust that isn't funded doesn't do its job. Here's how to check whether your assets are actually titled correctly — and why so many aren't.
A Trust Doesn't Solve Prop 19: What Families Need to Know About Inherited Property Taxes
Even with a trust in place, Prop 19 can raise your children's property taxes on an inherited home. Here's what actually protects the tax base — and what doesn't.
Back-to-School Season Is the Perfect Time to Name a Guardian for Your Kids
Digital Estate Planning: Why a Password List Isn't Enough
Friends Don't Let Friends Go Without an Estate Plan
You've heard the phrase: 'Friends don't let friends drive drunk.' The same logic applies to estate planning. According to Caring.com, only 24 percent of Americans have a will. For some of the people you love most, you may be the only person in their life who will ever bring this up. Here's how to do it without making it weird, and what to tell them about what real planning looks like. August is National Make a Will Month, which means this is exactly the right time.
How to Choose the Right Estate Planning Attorney — and What to Ask Before You Hire One
If you have a trust, you still need a will. Here's what a pour-over will does, why it matters, and what happens to your assets if you don't have one.
What Is a Pour-Over Will — and Why Does Your Trust Need One?
If you have a trust, you still need a will. Here's what a pour-over will does, why it matters, and what happens to your assets if you don't have one.
5 Conversations Every Family Should Have Before Something Goes Wrong
Most family estate planning crises aren't caused by bad luck — they're caused by conversations that never happened. Here are the five that matter most.
The Difference Between a Will and a Trust Goes Deeper Than You Think
Most people know a trust avoids probate. But the real differences between a will and a trust go much further — and they matter most when your family needs help fast.
What Happens to Your Home When You Die? Mortgages, Reverse Mortgages, and Your Estate Plan
If you own a home — or your parents do — here's what you need to know about mortgages, reverse mortgages, and what happens to the property when someone dies or moves into senior living.
What Is a Life & Legacy Planning Session — and How Is It Different from a Regular Consultation?
Estate Planning in Your 30s and 40s: Why Now Is the Right Time
What Happens to Your Kids If Something Happens to You? A Marin County Parent's Guide
Why California Families Need a Trust, Not Just a Will