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Estate Planning Mistakes That Can Lead to Unnecessary Probate Costs

November 11, 2026

Small gaps in an estate plan can create significant costs for a family when assets unexpectedly pass through probate. Reviewing beneficiary designations, account ownership and other details can help prevent avoidable complications.

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What are Common Parts of Estate Plan?

October 28, 2026

Estate planning is not just for wealthy people.

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Planning for Special Needs Family Members

October 26, 2026

For parents of children with special needs, planning for the future can mean much more than saving money.

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Estate Plans Optimize Assets, Minimize Taxes and Streamline Distributions

October 23, 2026

Some people think estate planning is simply preparing a will or trust. However, these documents are only one part of an estate plan.

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The Costs of Estate Planning Silence

October 21, 2026

A carefully prepared estate plan can still create problems when family members do not understand what it says or why certain decisions were made. Open conversations can help prevent confusion, conflict and unnecessary probate disputes.

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Keep the Tax Cliff in Mind When Estate Planning

October 19, 2026

Estate tax rules can change the amount a family keeps from an inheritance. Understanding potential federal and state tax exposure can help you pass the greatest benefit on to families.

Articles | Estate Planning | News | Probate | Trust Administration

Do Young Adults Need a Will?

September 2, 2022

These days it’s easy to feel overwhelmed by many things such as politics, gas prices, the gyrating stock market, summer travel, heatwaves and your health. One thing that shouldn’t overwhelm you is estate planning.

Articles | Elder Law | Estate Planning | News | Probate

How Do I Contest a Will?

August 22, 2022

Wills often go through probate, which is the legal process for settling an estate. The rules are different for every state, so check with an attorney or your local county office to learn more.

Avoid Mistakes in Beneficiary Designations

August 10, 2022

Here are five critical mistakes to avoid when dealing with your beneficiary designations.

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Will your family fight over assets after you’ve died?

November 4, 2019

California residents have become increasingly aware of the need to have an estate plan in place. The most recent trend has likely occurred in light of several celebrities passing away without plans, and consequently, leaving their families to deal with a mess in the aftermath.

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