All Episodes
Displaying 1 - 11 of 11 in total
Common Mistakes to Avoid When Drafting a Living Will: Protecting Your Healthcare Wishes
Your estate is more than just assets—it’s your legacy, built over a lifetime of hard work and success. While many focus on protecting their financial assets, healthcar...
The Legal Validity of Living Wills Across Different States: What High-Net-Worth Families Need to Know
Your estate planning documents serve as the foundation for protecting your legacy and ensuring your wishes are honored—both during life and after. While most high-net-...
Incorporating Medical and Technological Advances into Your Living Will: A Framework for Future-Ready Estate Planning
In today’s rapidly evolving healthcare landscape, your medical directives need to keep pace with technological innovations. For California’s discerning families, stand...
Don’t Let Your Retirement Savings Get Lost: Why Naming Beneficiaries is Critical
Imagine spending a lifetime diligently saving for retirement, only to have a sizable chunk of your hard-earned assets get lost in the shuffle after you’re gone. It’s a...
How California's New AB 2016 Law Impacts Settling Estates: What You Need to Know in 2025
Imagine you’ve just lost a parent, and in the midst of your grief, you find out that you’re responsible for settling their estate. As if the emotional burden wasn’t en...
Essential Estate Planning Tips for Modern Families: Trusts & More
In today’s diverse family landscape, guardianship planning for minor children has never been more critical. Whether you’re part of a blended family or a young couple j...
Understanding The Role Of An Estate Executor: A Comprehensive Guide
When someone passes away, their affairs don’t automatically sort themselves out. Enter the estate executor – a crucial figure in ensuring that the deceased’s final wis...
Estate Planning vs Legacy Planning: Securing Your Future and Shaping Your Impact
In today’s complex financial landscape, planning for the future has become more crucial than ever. Two essential aspects of this planning process are estate planning a...
Navigating the Complexities of Estate Planning: A Comprehensive Guide to Choosing the Right Estate Planning Attorney
Estate planning is a crucial aspect of securing your financial future and protecting your loved ones. It involves making important decisions about how your assets will...
Understanding Probate and Non-Probate Assets in California: A Comprehensive Guide
When it comes to estate planning in California, one of the most crucial aspects to understand is the distinction between probate and non-probate assets. The way your a...
Does Life Insurance Affect The Probate Process in California?
When a loved one passes away, grieving families in California often face the complex task of handling their affairs. Probate is the court-supervised process for distri...