Steward —a term for someone entrusted with the care of something that does not personally belong to them—is commonly used in such realms as business,

When Anna Harp lost her father, Rudolph Clausing , she didn’t get to say goodbye. It was January 2021, during the height of the COVID-19

When planning for your death, there’s one issue you may not have thought about, but is so important to your beneficiaries: will your loved ones

Beyond the practical purpose of transferring assets and reducing taxes, an estate plan reflects love, responsibility, and values. That emotional heaviness may be part of

Personal items accumulated over our lifetimes may be left in estate planning limbo when we pass away. You may have kept many personal effects and

In Orange County and throughout Southern California, real estate is often a family’s largest asset. Many homeowners purchased property decades ago for a fraction of