Estate Planning
Estate Planning: What can happen to blended families when a spouse dies
Blended families are increasingly common and so are the estate planning challenges that come with them. Many couples believe the simplest plan is also the fairest: “I’ll leave everything to my spouse, and they’ll take care of my children.” While that may work in a...
Estate Planning: Here’s what happens to your retirement accounts after you die
Retirement accounts, like IRAs, 401(k)s and pensions, are often among the most valuable assets a person leaves behind. Yet many people assume these accounts are controlled by their will or trust. In reality, they follow their own set of rules; understanding those...
Estate Planning: The state doesn’t take your assets when you die – But unclaimed property laws might
One of the most common misconceptions in California estate planning is that the state will take your assets when you die. That’s not how it works. Your assets pass according to your trust, will, beneficiary designations or California intestacy laws. However, assets...
Estate Planning – I’m the trustee and agent – Why do I still need a conservatorship?
It is a common and frustrating situation. You’ve done everything right: Your parent created a trust, named you as trustee and signed a power of attorney naming you as their agent. Then your parent becomes incapacitated and suddenly you’re told you may need to go to...
Estate Planning: Frozen accounts, court delays and grief — What happens in the probate process
Your mom told you not to worry, she had everything handled. You were her agent under her power of attorney, helping her pay bills and manage accounts. When she passed away, you assumed you would simply continue handling things. Then you tried to deposit an insurance...
Estate Planning: Why you still need a will and power of attorney even if you have a trust
A revocable living trust is one of the most effective estate planning tools in California. It allows your assets to avoid probate, provides for smooth management during incapacity and ensures an efficient distribution after death. However, having a trust alone does...
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