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 | Aug 4, 2026 | Estate Planning, California
An estate plan review checklist can help ensure your will, trust, powers of attorney, beneficiary designations, and healthcare documents still reflect your wishes before the busy holiday season begins. Fall is an ideal time for California families to review major life... 
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 6, 2026 | emergency, Estate Planning
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 Santiago Olivares | Jul 6, 2026 | Estate Planning
Knowing when to update your estate plan is just as important as creating one in the first place. Major life events such as marriage, divorce, the birth of a child, buying a home, retirement, or changes in California law can all affect whether your current estate plan...
