Resource Articles

Helpful articles for Californians that you may find helpful in the below categories. Click on a category to see a variety of articles in that topic.

Our recent article: Navigating family dynamics in estate planning isn’t always simple 

There are several different types of POAs and other related documents that you should be aware of when creating your estate plan. We offer information about POAs and other important legal documents that you need to have in the event of a serious illness, disability, or sudden death. LEARN MORE

The informational articles included in this section deal with estate planning issues that pertain to seniors, individuals with chronic or serious health issues, and individuals with special needs. LEARN MORE

Inheritances, Wills, Trustees, Beneficiaries

Inheritance is the process by which ownership of assets and/or debts of an individual who has died is transferred to the person’s survivors. In this section we have provided a collection of informational articles that deal with various facets of the inheritance process. LEARN MORE

California Probate

Unless you’ve done some proper estate planning ahead of time, your estate will have to go through the probate process in California. A Petition for Probate must be filed if the estate’s value exceeds $166,250, but the state has provided simplified probate procedures for estates of lesser value. LEARN MORE

Living Trusts Information

What is a living trust and why is it a great option to consider as part of a comprehensive estate plan? The articles in this section address questions that you may have about living trusts, in general, as well as specific questions that pertain to your individual estate planning needs. LEARN MORE

General Estate Planning

Examples of various estate planning issues and considerations. LEARN MORE

Retirement and California Living

San Diego has been a popular place to retire since the end of WWII, but even more so for today’s seniors who want to remain active due to the warm, year-round climate and who want to take advantage of the area’s wide variety of cultural and outdoor activities. LEARN MORE


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