Planning Ahead for a Mental Health Crisis: A New Tool for California Families Imagine your loved one is having a mental health crisis. They’re scared, confused, and unable to explain what they need. Doctors and first responders want to help—but no one knows which medications have worked before, which treatments they don’t want, or who…
Choosing the Right Guardian for Your Children: A Guide for Parents As parents, one of the most loving and protective steps you can take is naming a legal guardian for your children. It’s not easy to imagine someone else raising your kids—but it’s far harder to think of a court making that decision without your…
The F-Word That Can Break Your Estate Plan: Funding Let’s talk about the F-word. No, not that one. We’re talking about funding—and if your trust isn’t funded, your estate plan might not work the way you think it will. Many people walk out of their attorney’s office, binder in hand, feeling accomplished. The trust is…
Does Your Fiduciary Have the Information Needed to File a Death Certificate? When someone passes away, one of the first legal steps is completing the death certificate. It’s required for funeral arrangements, accessing financial accounts, claiming benefits, and beginning estate administration. As part of a well-prepared estate plan, it’s important to ensure your fiduciary—the person you’ve…
106 Children, One Estate Plan: A Powerful Lesson in Defining Legacy When most people think about estate planning, they picture a will, a trust, and perhaps a conversation about who inherits the family home or retirement accounts. But at its core, estate planning is not just about assets—it’s about intention. That principle was recently brought into…
