Blog
Choosing the Right Trustee for Your Family
Imagine the people you love most gathered after you are gone, and one of your children now holds the checkbook...
Read More
What “Aging in Place” Actually Requires From a Legal Standpoint: Advice From a San Fernando Valley Elder Law Attorney
For most older adults, the goal is clear: Stay home. Stay independent. Stay in the place that holds the memories,...
Read More
When an Heir Dies Before You Do: What a Calabasas Estate Planning Attorney Wants You to Know
Estate plans are built around assumptions. The assumption that your spouse will be there. That your sibling will outlive you....
Read More
Planning for an Estranged Child in Your Estate Plan: What Calabasas Estate Planning Attorneys Want You to Consider
Family estrangement is more common than most people talk about openly, and it creates one of the more delicate planning...
Read More
The Storage Unit Nobody Knows What to Do With: Advice from a North LA County Estate Administration Attorney
Most families have one. Sometimes it’s a storage unit across town. Sometimes it’s a garage, a spare bedroom, or a...
Read More
What Happens to Your Stock Market Investments When You Transfer Them Into a Living Trust?
If you have a brokerage account or investment portfolio and you are thinking about creating a living trust, this is...
Read More
I’m Already a Trustee for My Parents. Can I Have My Own Living Trust at the Same Time?
This is a question that comes up more than you might expect, and it is a genuinely good one. The...
Read More
The #1 Mistake New Executors Make at the Bank (and How to Avoid It)
If you’ve recently been named the executor of a loved one’s estate, you are probably running on autopilot. Between making...
Read More
Do You Have “Enough” for a Living Trust? The Myth of the Minimum Requirement
One of the most common questions we hear from families in North LA County is: “How much money do I...
Read More