Category: Estate Planning

The First Adult Decision They Never Made

The Kindest Lie We Tell Our Children

The Daughter With the Passwords

The Emergency Contact Who Couldn’t Get Answers

The Vacation Checklist That Missed the Most Important Question

The Vacation List That Wasn’t Enough

The Conversation Advisors Should Be Having Every Summer

The Capacity Question Advisors Often Encounter Too Late

The College Student Nobody Could Reach

Good Days and Bad Days: How Capacity Is Evaluated in California Estate Planning Cases

Before You Pack Your Bags: 10 Things to Do Before You Leave for Vacation

When and Why to Revisit California Estate Plans

How Often Should a California Estate Plan Be Updated?

Keep Fish Out of Trees and Let Them Swim

When Clients Say “We Have a Plan,” What They Usually Mean

The Legal Documents Aren’t the Problem. The Hand-Off Is.

If Your Family Had to Figure Things Out Without You, What Would They Find?

Getting Started Is the Hardest Part

The Part of Estate Planning Most Families Never Talk About

Is Your Estate Plan Still the Right Fit?