by Crista Hermance | Sep 29, 2026 | Estate Planning, California, Trust
Artificial intelligence can be a useful tool for learning about estate planning, organizing information, and preparing for conversations with an attorney. However, AI cannot replace personalized legal advice or ensure that estate planning documents comply with... 
by Santiago Olivares | Sep 14, 2026 | Estate Planning, Trust administration, Living Trust, Trust, Homeowner
For Malibu homeowners, estate planning involves more than deciding who inherits a home. High property values, Proposition 19 property tax considerations, trust administration, asset protection, and family dynamics can all affect what happens to a property after death.... 
by Santiago Olivares | Jul 27, 2026 | Estate Planning, illness
If your parent becomes mentally incompetent in California without the proper estate planning documents, your family may need to ask the court to appoint a conservator before anyone can legally manage their finances or make certain decisions on their behalf. A Living... 
by Santiago Olivares | Jul 6, 2026 | Estate Planning, emergency
California wildfire estate planning is about more than protecting property. A complete estate plan ensures your family can access important documents, manage your finances, make healthcare decisions if you’re unable to, and recover more quickly after an... 
by Crista Hermance | Jul 21, 2025 | Living Trust, Planning, Assets
A revocable living trust keeps your home and other assets out of California probate, saving time, money, and stress. You keep control during life; your successor trustee handles a fast, private transfer to your beneficiaries after death. For Ventura families—where...
