You made a will, and that’s an important step. But a will alone may not protect your family from probate, incapacity, outdated beneficiary designations, or an unfunded trust. Here’s what your will can’t do and the next steps to consider for a more complete Life & Legacy Plan. READ MORE
Monthly Archives:: August 2026
Estate Planning for Business Owners: What Happens to Your Business If Something Happens to You?
If you own a business, having a will is only one small part of protecting what you have built. A complete plan should address what happens if you die or become incapacitated, who has authority to keep the business running, how your ownership interest will be handled, and how your family will be protected. READ MORE
Estate Planning After Marriage: Why Your Prenup, Trust, and Beneficiary Designations Need to Work Together
Getting married can change much more than your relationship status. Your prenuptial agreement, trust, beneficiary designations, insurance, and other financial arrangements need to work together so your estate plan still reflects the life and family you have today. READ MORE
Before Q4: What California Business Owners Should Review Now
Late summer is an ideal time for California business owners to review what has changed before Q4 begins. Looking at legal agreements, insurance, finances, and tax planning together can help uncover gaps while there is still time to address them before year-end. READ MORE
Why a Will Is Not Enough: What a Complete California Estate Plan Should Include
A will is an important estate planning document, but it does not address everything your family may need. A complete California estate plan should also consider probate, incapacity, trusts, beneficiary designations, minor children, and how your loved ones will actually receive and manage an inheritance. READ MORE
How to Talk to Someone You Love About Estate Planning Without Making It Awkward
Talking to someone you love about estate planning can feel awkward, especially when you do not want to sound morbid or intrusive. A few practical, thoughtful ways of starting the conversation can make it easier for a parent, sibling, friend, or other loved one to finally take action. READ MORE
What Happens to Business Debt When a Business Owner Dies in California?
Business debt does not automatically disappear when a business owner dies. What happens depends on how the business is structured, who signed the debt, whether there are personal guarantees, what property secures the obligation, and how the owner’s estate and succession plan are structured. READ MORE