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Digital Assets

Life After Death: Secure Your Digital Legacy Before You Die This recent piece in the Wall Street Journal notes the importance of reviewing your digital assets and the options that are available to owners to set up preferences before death. For example, some platforms...

The Confusing Fallout of Dying Without a Will

This is yet another WSJ piece about the heartache, hassle, and time and energy draining experience that is often the result when those close to us pass without a suitable estate plan in place. Additionally, many people misunderstand the consequences of having a Will,...

The Biggest Mistakes People Make With Their Wills

Although the word Will is known by most, it is often a misunderstood estate planning tool in terms of what it does and does not do. Especially for those living in California and who own real property, it certainly does not accomplish what many believe it does....

Feeling the Urgency to Get to Estate Planning

COVID-19 has upended our plans and shifted our priorities.  One task that has climbed up on the to-do list is to get to the estate planning that many have wanted to work on, but there were countless reasons why it remained undone.  In recent weeks, many have...

Tales of Inheriting the Family Vacation Home

The linked article raises a lot of important points to consider before assuming that children want the family vacation home.  Additionally, family discussions that take place when the older generation can hear the thoughts of younger generation can be pivotal for...