Building wealth is one thing—keeping it in your family for generations is another. In this article, we’ll explore how the most successful families preserve their wealth through the right mindset, effective planning strategies, and by preparing their children to carry their legacy forward with confidence. READ MORE
Monthly Archives:: October 2025
Business Succession Planning in California: How to Pass the Torch and Protect Your Legacy
Every entrepreneur in California eventually asks the same question: what happens to my business when I step away? Whether the change comes from retirement, illness, or unforeseen circumstances, the reality is that businesses without succession plans often face instability, family disputes, or even closure. A company built on decades of hard work can unravel in months if continuity is not secured. READ MORE
Estate Planning for Unmarried Couples: Protecting the Life You’ve Built Together
If you and your partner aren’t legally married, the law doesn’t automatically protect your relationship – even if you’ve built a life together. Without the right documents, your partner could lose access to your home, finances, or even the ability to make medical decisions for you. Learn how estate planning ensures your wishes are honored and your partner is legally protected through my Life & Legacy Planning® process. READ MORE
Conservatorship vs. Power of Attorney in California: Which Is Right for Your Family?
When a loved one begins to lose the ability to manage finances, make healthcare decisions, or simply keep up with daily responsibilities, families are forced to make difficult choices. In California, two legal tools often come up in these conversations: conservatorships and powers of attorney. Both exist to protect vulnerable individuals and both are part of a complete estate plan, but the processes, costs, and level of control they involve are very different. READ MORE
Estate Planning Awareness Week: Why Planning Is the Greatest Gift You Can Give Your Loved Ones
October 20–26, 2025, is Estate Planning Awareness Week — a reminder that estate planning isn’t just about documents; it’s about protecting the people you love. Learn why planning ahead is one of the greatest gifts you can give your family, what happens when you don’t plan, and how to create a Life & Legacy Plan that truly works. READ MORE
Trust Administration in California: A Step-by-Step Guide for First-Time Successor Trustees
Serving as a successor trustee can feel overwhelming – especially when you’re balancing grief with legal and financial responsibilities. In this guide, I walk you through the trust administration process in California, step by step. You’ll learn what’s required, common mistakes to avoid, and how to confidently fulfill your duties while honoring your loved one’s legacy. READ MORE
Why It Matters to Your Loved Ones That You Work With the Right Lawyer
Losing a loved one is hard enough without the added burden of legal confusion and court delays. Learn how working with the right estate planning attorney can spare your family from unnecessary stress, protect your assets, and make the process easier when it matters most. Discover how a Life & Legacy Plan can give your loved ones clarity, protection, and peace of mind. READ MORE
Planning to Protect Your Assets
Protecting your assets isn’t just about money – it’s about preserving everything you’ve worked hard for and making sure your loved ones are cared for. This article explains how the right planning can safeguard your assets from unexpected events and prevent them from getting stuck in court. Learn how a Life & Legacy Plan can give you lasting peace of mind and true financial security. READ MORE
Why You Don’t Want an Initial Consultation, But a Life & Legacy Planning® Session Instead
Many people believe estate planning starts with a quick consultation and ends with a stack of documents – but that approach often leaves families unprotected. A Life & Legacy Planning® Session is different. It’s an in-depth, working meeting where we uncover what truly matters to you, explain how the law applies to your unique situation, and guide you to make informed decisions that protect your loved ones now and in the future. READ MORE