Estate planning can be done individually, but involving your spouse ensures joint assets, blended families, and powers of attorney are properly handled.

Overcome common fears about wealth transfer—protect your legacy and prepare heirs with confidence.

Probate isn’t always bad—it can protect your wishes, resolve family disputes, and ensure debts and taxes are handled properly.

Leaving a legacy for your grandchildren? Learn smart, tax-efficient ways to gift and protect their inheritance.

Running a family business? Learn how to avoid common pitfalls, balance roles, and plan for smooth succession to protect both your family and your legacy.

A Brief Explanation of the Key Parts to an Estate Plan.

Avoid costly probate in California—update beneficiaries or create a trust to save time, fees, and stress for loved ones.

The most common barrier to action, especially estate planning, is fear. Let's call it what it is and get down to brass tacks.

Estate planning isn’t just for the wealthy—set up AHCD, POA, and update beneficiaries to protect your family.