May 15, 2026
When most people think about estate planning, they focus on wills and trusts. These documents feel like the foundation of the plan, and in many ways, they are.
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- All Posts
- 401(K)
- 529 Plan
- 60
- Adult Adoption
- Advanced Care Planning
- Advanced Directive
- Advanced Medical Directive
- Aging
- Alzheimer's Disease
- Annuity
- Artificial Intelligence (AI)
- Asset Distribution
- Asset Protection
- Assets
- Assisted Living
- Attorney
- Baby Boomers
- Bankruptcy
- Beneficiaries
- Beneficiary Designation
- Blended Families
- Business Planning
- Business Succession Planning
- Buy/Sell Agreement
- Bypass Trust
- Caregivers
- CARES Act
- Charitable Giving
- Claim Against An Estate
- Codicils
- Collectibles
- College Savings
- Community Property
- Conservatorship
- cryptocurrency
- Death Tax
- Debts
- Dementia
- Diabetic
- Digital Assets
- Disability Plan
- Disabled Dependents
- Divorce
- DOMA
- Durable Power of Attorney
- Elder Abuse
- Elder Care
- Elder Fraud
- Elder Law
- Elder Law/Medi-cal Planning
- Elderly
- Estate Administration
- Estate Planning
- Estate Taxes
- Executor
- Family Business
- Family Limited Partnership
- fiduciary
- Finances
- Financial Conservator
- Financial Planning
- Funeral Arrangements
- Funeral Costs
- Gen Z
- Geriatricians
- Gift Tax
- Gifting
- Grantor Retained Annuity Trust
- Grantor Trust
- Guardianship
- Harmless Error Provision
- Health Care
- Health care proxy
- HIPAA
- Home Health Care
- IAEA
- Identity theft
- Illiquid Assets
- Incapacity
- Incapacity Planning
- Income Tax
- Inflation
- Inheritance
- Inheritance Tax
- Intangible Assets
- Intellectual Property
- IRA
- IRA Account
- Irrevocable Life Insurance Trust
- Irrevocable Trust
- Joint Tenancy
- Joint Tenants
- Lawsuits
- Legacy Planning
- Legal Documents
- LGBT
- Life Insurance
- Limited Liability Company
- Living Trusts
- Living Will
- Loans
- Long Term Care
- Long Term Care Insurance
- Marital Deduction
- Married Couples
- Medi-Cal
- Medicare
- Millennials
- Needs Assessment
- News and Updates
- No Contest Clause
- Non-Married Couples
- Notarize
- Nursing Homes
- Online Accounts
- Pandemic
- Parkinsons
- Personal Property
- Personal Representative
- Pet Trust
- Pet Trusts
- Philanthropic Giving
- Planning For Pets
- Planning For Physicians
- Power of Attorney
- Pre-Nup
- Premarital Agreements
- Probate
- Property Ownership
- Property Taxes
- Qualified Personal Residence Trust
- Real Estate
- Recession
- Residuary Clause
- Retirement
- Retirement Planning
- Revocable Trusts
- Roth IRA
- Same-Sex Marriages
- SECURE Act
- Seniors
- Shareholders
- Social Media
- Social Security
- Special Needs
- Special Needs Children
- Spendthrift Trust
- Succession Planning
- Survivorship
- Tax Planning
- Taxes
- Testamentary Trust
- Transferring Shares
- Trust Fund
- Trustees
- Trusts
- Veteran's Benefits
- Wealth
- Wealth Transfers
- Widows
- Will Contest
- Wills
April 7, 2026
When creating an estate plan, most people spend a great deal of time deciding who should serve as their executor...
March 9, 2026
Many people assume estate planning is something you only need once you have children. If you are single, married without...
March 3, 2026
For parents of minor children, estate planning is about far more than dividing assets. It is about creating a plan...
January 21, 2026
Life changes quickly, and an outdated will or trust can create confusion, unwanted tax consequences, or even costly legal disputes...
December 16, 2025
Life changes quickly, and an outdated will or trust can create confusion, unwanted tax consequences, or even costly legal disputes...
November 7, 2025
When it comes to estate planning, most people know they should do it—but it’s one of those tasks that often...
September 15, 2025
Estate planning is one of the most important steps you can take to protect your family, preserve your assets, and...
September 2, 2025
Blended families are becoming the norm in California and across the country. Whether it’s a second marriage later in life,...
July 1, 2025
Estate planning isn't just for the wealthy. All Pasadena residents, especially retirees, parents, and homeowners can benefit from a thoughtfully...
June 10, 2025
Trusts are powerful estate planning tools, particularly when you've worked with California estate planning attorneys to draft your trust who...
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