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California Estate Planning Blog

How Can I Share My Life Story?

When we hit a major milestone in life or a challenging bump in the road, it may occur to us that what we have learned along the way is worth sharing, either with our loved ones or maybe even with the public at large. In some ways social media has put a negative tone on self-publishing, because of some people’s tendency to “over share”. But in the era of constant digital communication, do...

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What is Legacy Preservation?

As parents, many of us go to great lengths to teach our children that money is not the most important thing in life. While we all want our children to be financially responsible, our priority is to transmit a good moral compass and the keys to a happy life. It therefore seems only natural then that the gifts we leave behind for our children should not be purely financial. What is Legacy ...

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Does Your Family Know About Your Most Prized Possession?

Wildfires and earthquakes have touched the lives of many Californians this year.  This kind of emergency raises the terrible question of what you would take with you in an evacuation.  Beyond your children and pets, the next thing that springs to mind is likely among your most prized possessions. What is your most prized possession? For some people, it’s a family heirloom, inherited thro...

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