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What Should You Review in Your California Estate Plan Every Three Years?
If you ask most California estate planning attorneys why estate plans fail, the answer is often not poor drafting. Instead, the problem is that the...
Distribution of Trust Assets to Beneficiaries in California
When can a trustee distribute trust assets to beneficiaries under a California revocable living trust? This is often the number one question successor trustees and...
6 Charitable Giving Tips That Can Make California Trust Administration Easier
Introduction When it comes to California trust administration, my favorite phone call involved a local dog shelter. I had the privilege of calling a small...
10 Ways to Avoid Delays During California Trust Administration
Short Answer California trust administration often takes between six and 18 months. While some delays are unavoidable, many can be prevented through careful planning, organization,...
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...