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What Should Families Take Care of Before a Parent Dies?
Introduction One of the saddest things I see during trust administration is families dealing with problems they could have avoided. A few simple steps before...
Can a Trustee Sell a House During Trust Administration in California?
Introduction In many California trust administrations, real estate is the trust’s most valuable asset. As a result, one of the first major decisions a trustee...
What Happens If Assets Are Left Outside a Trust in California?
Introduction One of the most common issues trustees encounter during a California trust administration is discovering that certain assets were left outside a trust. Assets...
What Does a Trustee Have to Do After Death in California?
When a loved one passes away, becoming responsible for their trust can feel overwhelming. Most successor trustees in California have never handled a trust administration...
Do I Need a Living Trust in California? (2026 Guide)
Short Answer Most California residents do need a living trust to avoid probateIf your estate exceeds $208,850 or you own a home, probate is likelyProbate...
Talking to Your Parents About Estate Planning in California
Key Takeaways (Short Answer) Talking to your parents about estate planning is one of those conversations people always plan to have “one day.” The problem...
What Are The Most Important Estate Planning Documents?
Knowing what the most important estate planning documents are is crucial for anyone looking to create or review their estate plan. Whether you’re just starting the...
Why Estate Planning for Young Families is Essential
Estate planning for young families is vital. Despite people thinking that estate planning is done towards the end of your life, nothing could be further...
Will vs Living Trust in California (2026 Guide)
Category: Probate “Do I need a trust or a will?” is probably the most common question that estate planning attorneys hear. In this blog post,...
How to Speed Up Probate in California
Category: Probate Almost no one intends to find themselves in probate court as a Personal Representative of an estate. Going through a probate is a...
Understanding The Different Stages of Probate
Category: Probate Probate, a word that strikes fear and dread into the hearts of many, is the process of administering a deceased person’s estate under...
Avoid Property Tax Reassessment in California: How-To Guide
Category: Estate Planning The price of real property in California is very high compared to the rest of the United States. But how much more...