Naming both children as co-trustees may seem like the fairest decision, but it can create complications when they disagree. Learn how California law addresses co-trustee decisions and what parents should consider before choosing who will manage their trust. READ MORE
Monthly Archives:: October 2026
You Have an Estate Plan – Here’s When to Review It
An estate plan may still be legally valid without reflecting your life today. Learn when to review your trust, asset titles, beneficiaries, and decision-makers, and why Cheever Law recommends a review at least every three years. READ MORE
Wealth Can Fund a Special Needs Plan, But It Cannot Be the Plan
Wealth can provide financial security, but it cannot guarantee long-term care or access to important benefits. Learn how Special Needs Trusts, CalABLE accounts, government benefits, and thoughtful planning work together to protect a loved one with special needs. READ MORE
Can AI Create Your Estate Plan? The Risks Californians Should Know
Artificial intelligence can create a will or trust in seconds, but that doesn’t mean the documents will protect your family. Learn the risks of AI-generated estate plans and why California-specific legal guidance matters. READ MORE
Don’t Wait Until Tax Season: What to Ask Your CPA Now
October is a good time for business owners to review their finances and prepare for year-end tax planning. Learn what to discuss with your CPA, which decisions may need attention before December 31, and how those decisions can affect your business and estate planning. READ MORE
Your Parent Has a Living Trust. Can You Actually Step In When They Become Incapacitated?
Taking over as successor trustee involves more than being named in a living trust. Learn what California families need to know when an aging parent can no longer manage their affairs. READ MORE
What Is an Inventory and Appraisal in California Probate, and Why Does It Matter?
Learn how the California probate Inventory and Appraisal works, who is responsible for valuing estate assets, what the Probate Referee does, and why accurate valuations matter during probate administration. READ MORE
Your Passwords Are Not Your Estate Plan: What Happens to Your Digital Life If You Become Incapacitated?
Digital assets and incapacity are now part of modern estate planning. Learn why passwords alone are not enough and how California law affects access to online accounts if you cannot manage them yourself. READ MORE
Giving or Leaving Money to a Loved One With Special Needs: Why a Special Needs Trust Matters
A well-intentioned gift or inheritance can create unexpected problems for a loved one with special needs. Learn how Special Needs Trusts, UTMA accounts, beneficiary designations, SSI, and Medi-Cal should be coordinated before assets are transferred. READ MORE