Who should I pick as my trustee?
Who should I pick as my trustee? Or successor trustee? There are some things you should consider when deciding.
What is portability?
Portability involves using a deceased spouse’s estate tax exclusion; there are important deadlines that have recently changed.
What is common law marriage?
What is common law marriage? Well, California doesn’t recognize common law marriage. There are requirements to be considered married.
What do I do after I have a Trust? (AKA Am I done now?)
After you have a trust, you’ll need to make sure you transfer your assets into the trust.
What are probate fees?
Probate fees are about what it costs to go to court. This is going to vary depending on why you are going to court. Here are the costs if someone dies and you’re in probate court.
What does it mean to disinherit someone?
How to disinherit someone (exclude them) is important. There are key ways to do that; talk to your attorney.
Why do I need a will AND a trust in California?
Even if you have a trust in California, you still need a will. The will has a different job than the trust in this context.
How does my Executor/Successor Trustee get paid?
How you compensate your executor or successor trustee is part of your estate plan.
How does my family access my email?
How does your family get access to your email or other digital accounts? You have to give it to them, in advance, before they need it.
Why is estate planning important?
Estate planning is important to avoid cost, time, and headaches involved if you don’t plan!
What is a trust?
A trust is a way of holding, maintaining, and distributing assets. What does that really mean?
How often should I review my estate plan?
You should regularly review your estate plan, but when? How often is it important to do that?
How to find an estate planning attorney?
How should you go about finding an estate planning attorney?
What does it mean to put assets into my trust?
What does it mean to “put assets into a trust”?
Why do married couples need to do an estate plan?
Why do married couples need to do an estate plan?
What happens if you die without a will or trust?
What happens if you die without a will or a trust? Where does your stuff go?
How is Life Insurance helpful in estate planning?
Is life insurance helpful to have as part of an estate plan? It can be!
What is the role of an executor in estate planning?
An executor (or successor trustee) has a very important job. It is usually best to consult an attorney to determine specific tasks.

