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The Executor’s Role in the Probate Process

What is the executor’s role in the probate process?  To ensure proper estate planning and administration, one needs to understand the basics of the probate process. The probate process involves distributing a deceased person's estate. In plain English, probate is the legal term used to describe the re-titling of the...

An Unfortunate Lesson in Estate Planning from David Cassidy

We may have learned an unfortunate lesson in estate planning from David Cassidy this week.  His death has brought several life lessons to light, and one of them is a reminder to update your estate plan and trust documents every two to three years.  Things change. David Cassidy's daughter Katie was...

The Impact of Estate Planning Upon Your Retirement and Passing

What is the impact of estate planning upon your retirement and passing as well as the children, heirs and beneficiaries who will accompany you along the way?  Why do most Californians delay one of the most important aspects of home ownership and parenting?  Let's begin with the first question.  What...