by Crista Hermance | Sep 29, 2026 | Living Trust, California, Estate Planning
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 Crista Hermance | Sep 23, 2026 | California, Trust, Inheritance, Probate, Estate Planning
It is possible to refuse an inheritance in California. The legal process is known as a disclaimer. By properly disclaiming an inheritance, a beneficiary can decline property, money, or other assets they would otherwise receive. However, specific legal rules apply, and... 
by Santiago Olivares | Sep 9, 2026 | Living Trust, California, Estate Planning, Trust, Digital Assets
If you own Bitcoin, Ethereum, or other digital assets, your family may face significant challenges accessing them after your death if proper planning isn’t in place. Simply placing cryptocurrency in a trust is often not enough. Your estate plan should address... 
by Santiago Olivares | Sep 9, 2026 | California, Trust administration, Living Trust
Serving as a trustee is an important responsibility that often begins during one of life’s most difficult moments. Trustee duties after death typically include locating trust documents, identifying assets, notifying beneficiaries, managing trust property, paying... 
by Santiago Olivares | Aug 24, 2026 | Living Trust, Trust administration, California, Estate Planning
Trustees have important duties when managing someone else’s assets. One of those duties involves keeping accurate financial records and providing an accounting when California law requires it. California trust accounting requirements can include information...
