There Is No “Automatic” in Estate Planning
You signed your estate planning documents years ago and filed them away. Done, right? Not quite. Many people believe that once their will or trust is signed, everything will work as intended without any further action. This assumption leads to costly mistakes,...
Why AI Can’t Replace Your Estate Planning Attorney
In an era where artificial intelligence promises quick solutions to complex problems, estate planning has not escaped the digital revolution. AI-powered platforms now offer to create wills, trusts, and comprehensive estate plans in minutes rather than weeks –...
WHAT DOES THE BIG BEAUTIFUL BILL MEAN FOR YOU?
The 2026 Estate Tax Landscape: How the OBBBA Reshapes Trusts and Estate Planning For years, estate planning professionals and high-net-worth families have prepared for the expected sunset of key provisions in the Tax Cuts and Jobs Act (TCJA)(enacted 1/1/2018), set to...
Do Wills Avoid Probate in California? Debunking Common Estate Planning Myths
One of the most persistent misconceptions in estate planning is that having a Will automatically avoids probate. In California, the reality is quite different: a Will, more than likely, guarantees that your estate will go through probate court. This comprehensive...
Choosing Between Wills vs. Trusts: Which Is Right for Your Estate Plan?
Unsure whether a Will, Trust, or a combination is best for your estate? Let me help break down the pros and cons of each option for Californians looking to streamline asset protection and avoid probate.