Planning for Pets Like Hope: What You Should Know About Pet Trusts in California Imagine a sweet, 17-year-old cat named Hope. She’s been by her owner’s side through years of companionship—curled up on the couch, waiting at the door, purring through every season of life. As she ages and her medical needs grow, her owner…
Forgotten but Not Left Behind: What Happens When a Spouse Is Omitted from an Estate Plan? Estate planning is all about preparation. But life happens—and sometimes, people get married after signing a will or trust and forget to update it. In these situations, the surviving spouse may be what California law calls a pretermitted spouse—someone unintentionally…
Should You Add Your Vehicle to Your Trust? When building an estate plan, it’s important to ensure that assets are properly aligned with your goals — but not every asset needs to be placed into a trust. One common question is whether vehicles should be included. In California (and in some other states), adding a…
Over the years, I’ve been asked many times whether a Transfer on Death (TOD) Deed is a good way to pass down property. These deeds were designed to simplify estate planning by avoiding probate—but in practice, they often create more problems than they solve. I no longer recommend TOD deeds to my clients—and I don’t draft them—because…
Haunted or Homebound? The Spooky Truth About Burying Human Remains on Private Property in California As Halloween approaches, thoughts of haunted houses, graveyards, and ghost stories fill the air. But what if you wanted to turn your own backyard into a final resting place? In California, the rules are clear: before you start digging, beware — the…
