019: Financial or Medical Power of Attorney: What California Law Requires

Power of attorney sounds simple until a family actually needs one. DeDe Soto breaks down why so many people believe they have this handled when

Digital Estate Planning: Why Passwords Aren’t Enough

Key Takeaways Introduction She found the notebook in the top drawer of her mother’s desk. Six pages. Every account. Every password. Username, password, recovery question.

What You Should Know about Life Insurance in Estate Planning

Key Takeaways Introduction An estate plan may look perfect on paper—until your heirs need cash quickly. Life insurance can be a powerful tool for addressing

When Your Spouse Won’t Get on Board with Estate Planning: What to Do Now

Key Takeaways Introduction You’ve brought it up before. Maybe it came up after watching a friend go through something hard, a probate process that dragged

How to Protect Your Children with a Legal Guardianship Plan in California

KEY TAKEAWAYS Most parents assume that having a will means their children are protected. It’s a reasonable assumption — but it’s also one of the

What Is a Special Needs Trust and Why Might Your Family Need One?

KEY TAKEAWAYS For families raising a child with a disability, the love and care they provide every single day is extraordinary. But one question tends

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