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, a lot of preparation goes into making lasting summer camp memories. Camp is a unique experience, in part because it may be the only time during the year that kids […]

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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 may be an informal affair, planning is crucial to its success. This is true for estate planning, too. Just as preparations are necessary for a successful cookout, a little planning […]

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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, the love you have for your children tends to be at the forefront of your mind. But there’s a question I find most parents haven’t actually answered yet, even the […]

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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 well-intentioned plans can falter if you overlook the complexities of estate planning. So this Father’s Day, let’s celebrate all of you dads and explore some common pitfalls that fathers often […]

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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, and loves his family in every visible way. He thinks about what would happen if something happened to him: maybe during a long drive home, maybe after a close call, […]

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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. It’s also the last moment the job feels simple. What Fiduciary Duty Actually Means Fiduciary duty is not a formality. It means every decision a trustee makes must serve all […]

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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 probate court, doesn’t transfer shares to the right person, and doesn’t keep the business running when you’re incapacitated. Succession planning isn’t a single document. It’s a system, and it has […]

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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 is how easily it can be avoided — and how many well-meaning families still end up there anyway. Here’s what you need to know. The Real Cost of Probate in […]

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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 initial trustee. You will also want to name successors or backup trustees to step in and manage the trust’s affairs if you can no longer manage the trust yourself. The […]

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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 not remember. Outdoor gear that never saw the light of day. And of course, the junk drawer full of batteries, keys, rubber bands, promotional pens, and outdated charger cables. These […]

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