A Power of Attorney is a ‘must have’ that lets someone you trust step in if you cannot, so important financial & medical decisions can still be made.
Retirement accounts & insurance are inherited by the beneficiary named on them, not by will or trust.
These designations are a core pillar of your estate plan & important to keep current.
Probate in California can take months and cost thousands in court fees. A living trust may help your heirs avoid delays, expenses, and uncertainty during an already difficult time.
A living trust allows you to protect your assets, direct their future use, and help heirs avoid the delays and expense of probate after your death.
A will outlines your wishes, but it does not avoid probate, delays or court costs. Additional planning is often needed to protect privacy and speed the transfer of assets.
When multiple heirs inherit property without clear structure, outside parties may force a sale. We help
families transfer real estate smoothly & avoid costly surprises.
Insurance & Medicaid can both play a role in long term care, but the rules are strict. Early planning creates more flexibility & fewer financial surprises later.
We offer a workbook built around 10 essential family conversations to help prepare heirs, clarify roles, pass on values, and support a smoother, more confident transfer of wealth.