by Crista Hermance | Sep 29, 2026 | Estate Planning, California, Living Trust
The most common estate planning mistakes include waiting too long to create a plan, relying solely on a will, failing to update beneficiary designations, forgetting to fund a trust, and neglecting incapacity planning. For many Oxnard families, these oversights can... 
by Santiago Olivares | Jul 14, 2026 | Estate Planning, Living Trust
Many people assume estate planning is something they’ll do after they retire. Unfortunately, life doesn’t always wait for retirement. Creating an estate plan before retirement can protect your family if you experience an unexpected illness, accident, or... 
by Santiago Olivares | Jul 1, 2026 | Conservatorship, Estate Planning, Living Will, illness, Elder
A conservatorship in California allows a court-appointed person to make financial or personal decisions for someone who can no longer care for themselves. While conservatorships protect vulnerable adults, they can also be expensive, time-consuming, and emotionally... 
by Santiago Olivares | Jun 23, 2026 | Estate Planning, California, Usa
If you’ve ever asked yourself, “why do I need an estate plan?”, you’re not alone. Many California families postpone planning because they believe they have plenty of time, don’t own enough assets, or assume everything will automatically... 
by Crista Hermance | Jun 3, 2026 | Parenting, beneficiary designations, mistakes, trustee, Trust, Estate Planning
One of the most common estate planning mistakes parents make is adding their oldest child to a bank account for convenience. While it may seem like a simple solution, this decision can unintentionally disinherit other children, create inheritance disputes, and lead to...
