FREE PHONE CONSULTATION
(408) 293-0344

Blog

California Estate Planning Checklist: Documents & Case Study

California Estate Planning Checklist – Guide All estate plans are unique. However, the following is a basic¬†California estate planning checklist that you can use to ensure your lifetime financial and healthcare needs are handled in case of incapacity¬†and your wishes are carried out on death (while avoiding probate!). What documents are on the California estate […]

California Estate Planning Attorney: Guide to Holographic Wills

“Do it Yourself” Documents As a California estate planning attorney, I cringe at the thought of clients creating their own estate planning documents. There’s just too many things that can go wrong when you try to “do it yourself.” Holographic wills are written entirely in the handwriting of the testator (no typewritten or pre-printed portions). […]

Infamous Celebrity Estate Planning Mistakes

Celebrity Estate Planning Mistakes or Daytime Drama Dying too young. Questionable intent. Lost fortunes. Ineffective plans. No, this isn’t the plot of a daytime drama. These are the root of some of the most famous celebrity estate planning mistakes we’ve seen in the 21st century. These problems aren’t limited to the rich and famous. Statistics […]