Pets are more than just animals; they are cherished family members who depend on us for love, care, and protection. When planning for the future, many people focus on their human loved ones but overlook the needs of their pets. Without clear instructions, pets can face uncertainty and distress if their owners pass away or become unable to care for them. Creating an estate plan that includes provisions for your pets ensures they receive lifelong care and offers peace of mind t

Starting 2026 the right way! Estate planning is no longer a one-time task completed and forgotten. In 2026, it has become clear that relying on a 5-year-old will can expose families to significant risks. Changes in laws, family structures, and financial situations demand a fresh approach. This post explores why estate planning must be an ongoing process and how to adapt your strategies to protect your family effectively. Why Your 5-Year-Old Will Might Be Risky Today Many peo

parents reviewing the family trust with their children Estate planning often feels like a topic reserved for adults, something to address only when children are grown or when retirement nears. Yet, involving children in these conversations can bring clarity, reduce misunderstandings, and prepare them for the future. The question is, when should parents start these talks, and what are the benefits and risks of including children in estate planning discussions? Why Include Chil

A husband and wife meeting with an attorney for an estate plan review The SECURE Act 2.0 brings significant changes to retirement and estate planning that could affect how you pass on your assets to your loved ones. Many people overlook the need to update their estate plans regularly, assuming that a plan created just a few years ago still fits their current situation. This can lead to unintended consequences for you and your beneficiaries. Scheduling a trust review early in

Learn why creating, updating, or reviewing an estate plan is a must as the new year begins.

California’s Proposition 19, which took effect in February 2021, brought significant changes to property tax rules, especially affecting parents and grandparents who own real estate. These updates have reshaped how families plan property transfers and manage tax burdens. Understanding the new rules and acting strategically can help families protect their assets and reduce unexpected tax costs. This article explains how Prop 19 impacts property owners, what strategies parents

The holiday season brings families together, often under one roof for the first time in months or even years. For those of us with aging parents, this gathering offers a rare chance to talk about important but often avoided topics like estate plans. I’ve seen firsthand how these conversations, when held during holiday visits, can prevent confusion, conflict, and costly legal issues later on. Avoiding these talks, on the other hand, can lead to serious risks that affect everyo