Your estate plan needs a yearly checkup, too! Life and laws change—ensure your plan protects you, your loved ones, and your assets.

A great estate plan starts with the right ingredients—trusted people in key roles. From trustees to guardians, each plays a part in protecting your legacy.

Start 2026 right—review or create an estate plan to protect loved ones, avoid probate, and save on taxes.

Renting out your second home? Check local rules, update insurance, and review your estate plan to protect your property and peace of mind.

Talk to Mom & Dad about estate planning: ask their wishes, review existing plans, include family, and protect their legacy. We can help guide you.

Heading south for winter? Make sure your estate plan, powers of attorney, and state residency are up to date before you go.

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.