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Estate Planning, Trusts, Probate

Resources

Resources

Do I Need a Will?
Do I Need Estate Planning?
Do I Need a Living Trust?
Estate Planning Questionnaire
Pamphlets and Legal Guides by the State Bar of California
Contact us if you’re seeking a specific resource

Legal Updates and News

by Lisa C. Alexander, Partner

2020

Oct 2020

What to do After Someone Dies

Sep 2020

Post Death Access to Safe Deposit Box

Aug 2020

Property Taxes on the Ballot

Jul 2020

Probate Just Got Worse – Time for a Living Trust

Jun 2020

Estate Plan Signing While “Safer at Home”

May 2020

Advance Healthcare Directive

Apr 2020

You Just Became A Trustee – Now What?

Mar 2020

Estate Planning for Remarriage

Feb 2020

New Law Affecting Retirement Accounts

Jan 2020

Protect Your Estate Plan

2019

Dec 2019

Probate Sales

Nov 2019

Trust Myths and Truths

Oct 2019

Will DIY Changes to Your Trust Be Effective?

Sep 2019

Are You Living in Grandma’s House?

Aug 2019

Unexpected Heirs Without a Will Jul

Jul 2019

Revisiting the Family Limited Partnership

Jun 2019

Who Pays Your Debts When You Die?

May 2019

Disinheriting A Child

Apr 2019

Estate Planning “Super” Powers

Mar 2019

The “What Ifs” in Estate Planning

Feb 2019

Estate Plan Check

Jan 2019

Reasonable Trustee’s Fees

2018

Dec 2018

Year-End Charitable Gifts Nov

Nov 2018

Protect and Motivate a Young Beneficiary

Oct 2018

Estate Planning for the College Student

Sep 2018

Estate Planning By Default

Aug 2018

Estate Planning – Be Prepared

Jul 2018

Estate Planning for the Blended Family Post Death

Jun 2018

Estate Planning to Preserve the Family

May 2018

When Do You Need an Estate Plan?

Apr 2018

Estate Planning – Heirs by Law, Beneficiaries by Design

Mar 2018

Could This Happen To You?

Feb 2018

Estate Planning Under the New Tax Act

Jan 2018

The Trustee’s Job When You’re Gone

2017

Dec 2017

Estate Planning – The Cost of Convenience

Nov 2017

Gifts Under the Uniform Transfers to Minors Act

Oct 2017

Estate Planning — Is Your Trust Funded?

Sep 2017

Accidental Disinheritance

Aug 2017

Estate Plan Check Up

Jul 2017

Who Do You Trust To Be Your Trustee?

Jun 2017

Estate Planning – How to Choose a Guardian for your Child

May 2017

Estate Planning – Planning to be Remembered

Apr 2017

Estate Planning – Not So Simple

Mar 2017

Family Feud – Not Just a TV Game Show

Feb 2017

Equalizing Children’s Inheritance

Jan 2017

Password Protected

2016

Dec 2016

Family Matters

Nov 2016

Preserving Your Legacy

Oct 2016

Revocable Transfer On Death Deed

Sep 2016

Treat Your Children Fairly

Aug 2016

Estate Planning for Young Adults

Jul 2016

Digital Estate Planning

Jun 2016

Prince’s Squandered Legacy