Archive for Category: Blogs

Make Sure Your Kids Are Prepared with This Summer Camp Checklist

Camp is a great opportunity for kids to make new friends, try new activities, and gain self-confidence and resilience. But as parents and counselors know,

Planning a Barbecue Is Like Planning Your Estate

For many, the Fourth of July signals the beginning of summer and enjoying warm-weather activities, including backyard barbecues with friends and family. Although a cookout

Who Would Raise Your Kids If You Couldn’t? (What You Don’t Know About the First 72 Hours)

I work with parents on this exact question all the time, and especially this time of year, sitting right between Mother’s Day and Father’s Day,

Father Knows Best: Avoiding Common Estate Planning Pitfalls

If you’re a father, you’ve always strived to provide the best for your family, ensuring their well-being and securing their future. However, even the most

The Question Every Father Thinks He’s Answered (But Hasn’t)

There are two kinds of fathers. The first kind coaches the games, makes it to the school plays, stays up late helping with the projects,

When You’re Named Trustee, the Clock Is Already Running

Most people accept the role of successor trustee because they love and trust the person who asked them. That’s the right reason to say yes.

When Business Succession Planning Goes Wrong, It’s Usually Preventable

Most California business owners have a plan, at least in their heads. The problem is that a plan in your head doesn’t hold up in

Why Most California Estates End Up in Probate — And How to Avoid It

Probate is one of the most expensive and time-consuming legal processes a California family can face after losing a loved one. What surprises most people

How to Choose the Initial Trustee of Your Trust

When you establish a trust, you nominate someone to be the trustee. If you are creating a revocable living trust, you will likely be the

Creative Uses for a Loved One’s Stuff

The average American owns a great deal of stuff: toys, clothing, furniture, shoes, jewelry, dishware, tools, knickknacks, gadgets, books, papers. Trinkets from trips we may

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