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  • Tamsen R. Reinheimer
  • Noah B. Herbold
  • James D. Mortensen
  • Weily Yang
  • W. Robert Price
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• Estate Planning
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  • The Probate Process
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• Newlywed Planning Center
• Law Blog
  • 2023
    • April
    • March
      • Selecting a Professional Trustee
    • February
      • How to Choose a Non-Professional Trustee
    • January
      • New California law limits Conservatorships after Britney Spears saga
  • 2022
    • December
      • Recap of Important 2022 Estate Planning Issues
    • November
      • What Does a Trustee do After the Settlor Dies
    • October
      • Why You Need a Conservatorship: Critical Factors
    • September
      • Title, Financing, Taxation and Risk Assessment for Inherited Real Estate
    • August
      • Estate Planning for Commercial Real Estate
    • July
      • Estate Planning for Residential Real Estate
    • June
      • Unequal Distribution of Your Estate
      • Unequal Distribution of Your Estate – Considerations, Calamities and Sound Structures
    • May
      • Key Steps in Asset Distribution
    • April
      • Four Key Tax Issues that Impact Estate Planning
    • March
      • The Advanced Health Care Directive
    • February
      • Taking Care of Grandchildren through Your Estate
    • January
      • The Importance of a Family Meeting in Managing an Estate
      • Now's the time to get your "Comprehensive Estate Plan" done!
  • 2021
    • December
      • The Essential End-of-Year Estate Plan Checklist
    • November
      • Limited Conservatorships and Special Needs Trusts
      • The Britney Spears conservatorship: How it applies to everyday people!
    • October
      • Webinar: "Estate Planning - Secure Your Legacy"
      • The "Scary" Facts About Probate in California
    • September
      • Estate planning for beneficiaries with addictions
    • August
      • The Importance of a "Family Meeting" in Managing Your Estate
    • July
      • 5 Things You Must Know About Estate Planning at Any Age
      • The Dangers of Undue Influence in Trusts and Probate
    • June
      • Why is Funding a Trust Important?
    • May
      • Estate Planning for Blended Families
    • April
      • 10 of the Most Common Estate Planning Mistakes
    • March
      • Strategies to Help you Survive Tax Season: Maximizing Your Estate
    • February
      • Pre- and Post-Marital Agreements: Key Considerations
    • January
      • How California's new "Proposition 19? may impact your Estate Planning
  • 2020
    • December
      • "Wrap" Up Your Affairs: 2020 Year-End Estate Plan Review
    • November
      • Why Have a Trust Protector?
    • October
      • Breach of Fiduciary Duty: What Every Beneficiary/Trustee Needs to Know
    • September
      • Special Needs Trusts: What Every Parent or Guardian Must Know
    • August
      • Why Financial Elder Abuse is a Rising Crime - And What You Can Do About It
    • July
      • Liability & Title Insurance and Your Living Trust
      • The SECURE Act: Estate Planning for Inherited IRAs
    • May
      • Estate Planning: Recent Engagements During COVID-19
  • 2019
    • November
      • Probate Process in California
    • September
      • Estate Planning – Before and After
    • July
      • Duties of a Trustee
    • June
      • Contesting a Will
    • March
      • Conservatorships in California
    • January
      • Transfer on Death (TOD) Deeds
  • 2018
    • October
      • The Role of a Trustee
    • August
      • The Importance of Funding a Trust
    • May
      • The Benefits of Estate Planning
    • March
      • The Basics of Trust Administration
    • January
      • Rights of a Beneficiary
  • 2017
    • May
      • When a Professional Fiduciary is Advisable and Why
    • February
      • Premarital Agreements - Before and After
    • January
      • Trust Litigation and When It Is Necessary
  • 2016
    • August
      • Conservatorships Defined
    • July
      • Financial Planning for your Estate Plan
    • June
      • It's Wedding Season: Looking Beyond the Honeymoon...
    • March
      • Estate Planning Mistakes to Avoid
    • January
      • New Year, New Goals for Estate Planning
  • 2015
    • December
      • 'Wrap' up Your Affairs: The Year-End Estate Plan Checklist
    • November
      • Estate Planning for the future of a Blended Family
    • October
      • Facts About Probate in California
    • September
      • Back to School: Understanding Basics of Estate Planning for Minor Children
    • March
      • March Madness: Strategies to Help you Survive Tax Season- Maximizing Your Estate.
    • February
      • Estate Planning is the ULTIMATE Expression of Love!
    • January
      • New Year Business Checklist! Set the Stage for Success in 2015.
  • 2014
    • November
      • You're NOT too young to plan NOW for long-term care.
    • October
      • Is Your House in Order? Seven things to do before things fall apart.
    • August
      • What "The Brady Bunch" Didn't Talk About
    • May
      • Important Information about Guardianships
    • March
      • Tax Tips to Get the Most for your Return: A Secure Estate Plan
    • January
      • Estate Planning Checklist for the New Year
  • 2013
    • December
      • End of Year Giving & Tax Update
    • November
      • Child Custody: Parenting Plans
    • September
      • September 16, 2013 - What this Date Means for Same-Sex Marriages
    • July
      • Estate & Income Tax Planning After the D.O.M.A. Ruling
    • May
      • The Importance of Estate Planning for Blended Families
    • March
      • Congress Makes a Final Decision....Sort of!
    • January
      • The American Taxpayer Relief Act...What does it all mean?
  • 2012
    • November
      • End-Of-Year Giving Checklist
    • October
      • Will the Election affect the Estate & Gift Tax Laws?
    • July
      • How to Avoid Conservatorship
    • June
      • Supreme Court Decision on Healthcare
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