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California Estate Planning Blog

In 2020, Resolve to Make Your Estate Plan.

When making New Year’s resolutions, we often commit to doing things for ourselves that we know we should do – but never actually do – because we don’t prioritize them. Drinking more water, getting more sleep, visiting a new place, learning a new skill – whatever your personal aspiration, if you fail to keep your New Year’s resolution, it’s likely because something or someone you DO prior...

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Big Family Gathering This Holiday? Keep Your Eyes Out for a Potential Guardian

The holiday season is traditionally a time of year to reconnect with extended family. Many American films have made comedy and drama about the personality conflicts that arise at the big family dinner table. We get updates on our family members’ health, careers, relationships and goals. If you haven’t yet chosen guardians for your minor children, the holidays could be the ideal time to e...

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Boarding Your Pet This Holiday Season? First Choose a Guardian

If you’re boarding your pet while you travel this holiday season, you most likely consider what you can do to make him feel “at home” while you’re gone – picking a reliable, friendly facility, bringing his usual food, maybe a favorite toy or a sweatshirt that smells like you. If you love your fur baby that much, you should also make an emergency plan for him just in case. How Can I Best ...

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Starting a Family? An Estate Planning Checklist to Help You Prepare

When most people think about starting a family, their minds jump to stroller choices, room decorations and baby names. On another level, they may start to plan for the financial responsibility that having children entails. There are aspects of estate planning that need to be part of your larger financial plan, to ensure you are preparing for your new family in the best way possible. How ...

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Without an Estate Plan, Things Can Look Pretty Scary

On Halloween, most people are willing to think about death, at least in a whimsical way. Considering our own mortality is a weighty job, and many people put off making an estate plan, to the detriment of their loved ones. Our legal system does provide a default plan for individuals with no estate plan, which is handled by the Probate Court. Read on to discover why the Probate Court is no...

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