Law Blog

The "Scary" Facts About Probate in California October 6, 2021

You may know that the probate process can be time consuming and costly - you might even find it scary! While probate is a complex area of the law, we'd like to help demystify it and clarify a few ...

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Estate planning for beneficiaries with addictions September 9, 2021

Recovery from addiction can be a lifelong process - so how to handle this in your estate plan? Is this your dilemma? Your beneficiary suffers from addiction (e.g., drugs, alcohol, gambling, shopping, ...

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The Importance of a "Family Meeting" in Managing Your Estate August 5, 2021

Planning your estate is more complicated than deciding "who gets what" - it should involve a more holistic approach to key aspects that ensure your wishes are implemented. As such, an important but ...

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5 Things You Must Know About Estate Planning at Any Age July 20, 2021

Do you already have an Estate Plan or need to start from scratch? Did you know that changes in estate planning law are being considered in 2021? Women Investing in Security and Education (WISE) will ...

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The Dangers of Undue Influence in Trusts and Probate July 7, 2021

Has this happened to someone you know? An elderly widowed father remarries to a much younger woman. Within a year, concerns about abuse arise (e.g., emotional, withholding sex/affection, etc.) and the ...

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The Importance of Funding a Trust June 9, 2021

Scenario: Your widowed father, who was always a do-it-yourselfer, met with his attorney and prepared an estate plan. Wanting to save a bit in legal fees, he planned on handling all the paperwork in ...

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