Inheriting an IRA can feel like you've just been handed a treasure chest, but one that comes with a complicated instruction manual written in legal jargon. And if you're the…
5 Steps to Update Your Estate Plan After Divorce (Easy Guide for Blended Families)
Going through a divorce is hard enough. The last thing you want to think about is paperwork, especially legal documents that remind you of the life you're leaving behind. But…
Blended Family Estate Planning: 5 Steps to Protect Everyone You Love (Without the Drama)
Let me ask you something: When you picture your family gathered together years from now, what do you see? Laughter around the dinner table? Your kids and stepkids actually getting…
Family Trusts Aren’t Just for Rich People: 5 Ways Regular Families Use Trusts to Protect Their Kids
Picture this: Your neighbor Sarah just got divorced, and her ex-husband walked away with half of everything: including the college fund she'd been building for her kids since they were…
Why Millennials Are Finally Getting Estate Plans (And 7 Mistakes They’re Making)
Something interesting is happening in estate planning offices across California. For the first time, we're seeing millennials: people in their late 20s to early 40s: walking through our doors asking…
What Happens If You Can’t Make Decisions Tomorrow? The Incapacity Planning Guide No One Talks About
Picture this: You're driving to pick up your kids from school when a truck runs a red light. In an instant, everything changes. You wake up weeks later, unable to…
Guardian Planning 101: A Beginner’s Guide to Protecting Your Kids If Something Happens
As a parent, you'd do anything to protect your children. You buckle them into car seats, teach them to look both ways before crossing the street, and stay up all…
Struggling to Talk About Estate Planning? 5 Simple Scripts That Make Family Conversations Easy
Let's be honest: talking about estate planning with your family can feel about as comfortable as discussing your funeral arrangements over Sunday dinner. Your stomach might twist, your palms might…
Trust vs Will in 2025: Which Is Better For Your Family?
If you're a California parent wondering whether your family needs a trust vs will, you're asking one of the most important questions for your family's future. The answer isn't one-size-fits-all,…
How to Build Generational Wealth That Lasts (And Why Most Families Lose It)
You work hard to build wealth for your family - generational wealth. You save, invest, and make sacrifices today so your children and grandchildren can have a better tomorrow. But…