Estate Planning
Estate Planning: Pet trusts in California — How they work and are they enforceable?
For many Californians, pets are more than companions, they are beloved family members. But legally, pets are considered personal property under California law. This means that while a dog, cat or other animal cannot inherit money on its own, owners can make legal...
Estate Planning – ‘Impossible’ estate planning requests
Estate planning can be complicated enough, but some clients push the limits with requests that are legally impossible, impractical or just plain risky. Estate planning attorneys have a professional duty to advise clients and, sometimes, to say “no.” And when they do,...
Estate Planning: Why estate documents fail
Many people believe signing estate planning documents is the final step in protecting their loved ones. You might hire a lawyer, work with a financial advisor or even use an online template or AI. Once the papers are signed and filed, you think the work is done. But...
Estate Planning: Should you name a living trust as beneficiary of your retirement accounts?
Naming a living trust as beneficiary of a retirement account can solve real problems, provide creditor protection, control over timing of distributions and coordinating beneficiary rules with other assets, but it also introduces tax and administrative complexity....
Estate Planning: When you’re ready to create an estate plan and your spouse isn’t
As an estate planning attorney, I’ve seen this situation many times. One spouse is ready, sometimes eager to finally put an estate plan in place, while the other resists, avoids the conversation or shuts down entirely. It can be frustrating and even painful,...
Estate Planning: Love isn’t legal authority — What California couples must plan for
Many couples in California build full lives together without getting married. They share homes, finances and long-term plans, often assuming that commitment alone creates legal protection. Unfortunately, California law does not work that way. Marriage and registered...
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