Estate Planning

The passing of Chadwick Boseman: A case study in intestate affairs

Chadwick Boseman’s tragic passing in 2020, and the settling of his estate, offer a glimpse into the need for a will–regardless of one’s age.

Strategic giving: A quick holiday guide

Whether you are new to the idea of financial giving to incur benefits, or a seasoned professional, this post covers all you need to know.

5 Reasons Why You Should Consider an Estate Plan for the New Year

With the New Year fast approaching, most of us are in a reflective mood. What did we accomplish in 2022? And what can we do better in 2023?

The Conversation: Talking with your family about estate matters during the holiday season

The holidays are one of the few times the entire family gets together during the year. That also means it's a great time to talk about estate planning.

The complete guide to the Lady Bird deed in Florida

The lady bird deed allows the residents of Florida to transfer property outside of probate, here is everything you need to know about this savvy estate planning tool.

Everything You Need to Know About the Transfer on Death Deed in California

In California, certain assets can by-pass probate by using a transfer on death deed, here’s everything you need to know about the TODD.

The Complete Guide to Revocable Living Trusts in California

A revocable living trust is an essential part to an estate plan. In this post, we break down everything you need to know about living trusts in California.

Do I Need a Pour-Over Will in California?

Living trusts are effective estate planning tools that help families avoid probate. But here’s why a pour-over will should always be part of the calculation.