Healthcare Power of Attorney in California: Protecting Your Medical Wishes
Ensure your medical wishes are honored. Learn why every Californian needs a healthcare power of attorney (Advance Directive) for medical decision-making.
Financial Power of Attorney in California: Avoiding Conservatorship
Protect your finances in case of incapacity. Learn why every Californian needs a durable financial power of attorney to avoid costly conservatorship.
Do You Still Need a Will If You Have a Trust in California?
Even with a living trust, every Californian still needs a will. Learn why a pour-over will and guardianship provisions are essential in estate planning.
Why Transfer on Death Deeds Don’t Work in California
Transfer on Death Deeds are generally frowned upon as best practices in California estate planning. Here are the problems with TOD deeds, and why a comprehensive estate plan is a better choice.
Why a Living Trust Is the Key to Avoiding Probate in California
Learn why a living trust in California is the best way to avoid probate, protect your assets, and keep your estate private
Why Every Californian Needs a Comprehensive Estate Plan: Trust, Will, and Powers of Attorney
Avoid probate and protect your family with a comprehensive estate plan in California. Learn why you need a trust, will, financial POA, and healthcare POA
California AB 2016: How to Avoid Probate for Your Primary Residence (Valued Up to $750,000)
California’s New Probate Relief for Primary Residences: What You Need to Know about AB 2016 and Avoiding Probate
How Should I Choose a Guardian for My (Minor) Children
If you’ve got kids who are under 18, you need to select a guardian; here are tips for how to choose those people.
California Estate Planning Checklist: What You Need to Do Before You Die
TLDR: an estate plan that includes a trust, will, financial power of attorney, healthcare power of attorney — and know what assets you have and who you want to receive them.
California Estate Planning: Top 3 Facts Every Resident Should Know
Estate planning in California should avoid probate, ensure your stuff goes where you want it to when you die, and plan for incapacity.
If someone dies with a will, what happens?
Whether someone dies with just a will or without a will at all, their estate goes to probate court. Here’s what you can expect that to look like…
Why Isn’t a Will Enough in California?
Why is a will not enough in California? TLDR: A will alone does not help you avoid probate! A comprehensive estate plan is the best way to ensure that you avoid probate court during your lifetime and after you die.
Case Study: Who’s Your Healthcare Agent?
Who is your healthcare agent? Do you know? Does your hospital or doctor know? Your advanced healthcare directive states who has the power to make healthcare decisions for you if you're not able to do so. Be sure your doctor has it!
What is a Power of Attorney?
What is a financial power of attorney? It’s a document that gives someone else the power to make financial decisions on your behalf if you’re incapacitated. It avoids going to probate court, and is a part of a comprehensive estate plan in California.
Case Study: Martha’s Power of Attorney
Martha’s power of attorney helped her loved ones avoid going to probate court when she was in the hospital. Read her story!