Estate Planning Blog Digest

When President Trump signed the One Big Beautiful Bill Act (OBBBA) in July 2025, it sent ripples through the estate planning and eldercare communities. While

When it comes to estate planning in California, understanding how you and your spouse (or registered domestic partner) own your property is absolutely crucial. California’s

Your home is likely your most valuable asset, and figuring out how to pass it on to your loved ones doesn’t have to be complicated

Why People Want to Avoid California Probate If you’ve heard horror stories about probate, you’re not alone. In California, probate—the court process of transferring assets

What Is a Special Needs Trust & Why Do California Families Need One? If you have a loved one with a disability or special needs,

Why Incapacity Planning Isn’t Just for “Older” People Anymore If you’re over 18, congratulations—you’ve officially entered the world where incapacity planning matters! No one expects

What is Beneficial Ownership Information (BOI), and Why Should CA Business Owners Care? In recent years, there’s been a big push at both the federal

Your Digital Footprint: It’s More Than You Think If you use email, have social media, store photos online, or own cryptocurrency, your digital life might

  If you have a living trust in California, you’re off to a great start with your estate planning. But here’s a secret many families

If you own property in California or expect to inherit from family, chances are you’ve heard about Proposition 19. Since it took effect in 2021,

When wrestling legend Hulk Hogan died at age 71, the world lost an icon. But behind the headlines about his estimated $25 million estate and

You hired a lawyer, signed your estate planning documents, and filed them safely away. Or maybe your financial advisor created your documents, or you might

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 pandemic.

You’ve just lost someone important to you, and now you’re responsible for their home. Maybe it’s sitting empty while you figure out what to do

Imagine you’re worth $17 billion and have over 100 biological children—some born through relationships, others through anonymous sperm donations. What would your estate plan look

When you think about estate planning, you probably picture wills, trusts, and who gets what. But what happens when decisions are made about your body,

Every Fourth of July, we celebrate more than fireworks and barbecues. We honor the bold vision of people who refused to accept the status quo

When Ian Burke, a mail carrier from Destin, Texas, heard that Floyd—a 70-pound dog he’d befriended on his delivery route—had ended up in a shelter

June is Elder Abuse Awareness Month, and there’s a case in the headlines right now that drives home just how important this issue is. Priscilla

Father’s Day arrives each June filled with barbecues, baseball games, and heartfelt cards celebrating the dads who shape our lives. While ties and tool sets

As Pride Month begins, we celebrate the progress made toward equality while acknowledging that LGBTQIA+ individuals, couples, and families still face unique legal challenges. Despite

Imagine this: You’ve built a business empire worth hundreds of millions of dollars, transformed a city’s downtown area, and touched countless lives with your vision

Memorial Day isn’t just about barbeques or pool parties. It’s a day to collectively pause and honor the brave men and women who made the

Picture this: you’ve just set up your estate plan using a quick and easy online DIY form or a budget-friendly legal service. Or, maybe your