Client Education
No-Fault Doesn’t Mean No Rules: California’s Statewide Eviction Framework, Explained
“No-fault eviction” gets used loosely in everyday conversation, and understood even more loosely. It sounds...
What Every Family Should Know About Romance Scams
A person spends months building a relationship with someone they've never met in person. The...
Guns in the Estate: Why California Makes Inheriting a Firearm So Complicated
And what a fiduciary's Firearm Safety Certificate has to do with it Most assets in...
California Conservatorship Accounting: What the Court Actually Expects
Most families don't realize the financial reporting obligations that come with being appointed conservator of...
When Your Loved One Refuses Help: Fiduciary Options for Resistant Adults
Estimated reading time: 5 minutes A parent insisting they're "fine" while bills go unpaid and...
2025 Annual Gift Tax Exclusion: Why Giving Now Can Be Smarter Than Waiting
When people think about estate planning, the focus is usually on what happens after death—wills,...
Long-Term Care Planning: Protecting Assets While Getting the Care You Need
As the population ages and healthcare costs continue to rise, more families are facing difficult...
Myths & Facts About Professional Fiduciaries
Myths & Facts About Professional Fiduciaries (California 2025 Edition)Separating rumor from reality so you can...