Blog
So, You’ve Been Named a Trustee—Now What? Navigating the Responsibilities and Protecting Your Assets
Being named a trustee can bring a mix of emotions. Honor, overwhelm, or maybe just a simple, “Do I really have to do this?” The
Read More
How to Make Sure Your Home is Insured if You Have a Revocable Trust
With the recent disasters in the state of CA, people who lost homes are currently filing claims with their insurance companies. There have been many
Read More
Navigating End-of-Life Care in California: Choices, Support, and Dignity
As individuals reach the end of their life, the options for care and support can greatly influence the quality of their remaining time and make
Read More
Navigating Inherited Retirement Accounts: What Trustees and Beneficiaries Need to Know
Understanding retirement account distribution rules is essential for proper estate administration and for avoiding costly mistakes. Beneficiaries of IRAs, 401ks, 403bs, Roth IRAs and other
Read More
What Happens to My Digital Accounts After I Die?
Most people’s digital lives are expansive. Many use a single important account to manage their most critical data such as email, photos, files, and notes.
Read More
Why Would Anyone Disclaim an Inheritance?
Inheriting assets or property from a loved one is often seen as a gift, but there are circumstances where disclaiming an inheritance might be the
Read More