People often complain about the California probate code. Now YOU can help fix it! According to this GCN.com article there will be a crowdsourcing feature to modify and amend the code on wiki.  GCN is the only website reporting this at the moment. Read about it here.

As an attorney in Northern California, near Silicon Valley, I realize there are many people who may want to pay with Bitcoins as it’s a very tech savvy type of currency. Maybe that’s estate planning or probate work!?  Additionally, I have represented clients from around the world who have probate legal issues in California; Bitcoins […]

The “A/B” trust is a very common set-up for married couples in the estate planning world.  I should say there are different names for these trusts. I call it an A/B Trust. Others may be call it a Bypass trust, a credit trust or even a 1/2 trust. Whatever you call it a split trust […]

I met with a client this week who proudly showed me her old will. It was a fine legal document. It left her assets to her husband and then her kids. It set up a guardian for the kids. It named an executor. It was a fine will. As she pointed out there was a […]

For the last few years there have been different options to try and avoid the line at airport security checkpoints. The latest, run by the federal government, seems to have the best chance of success. It’s the TSA Precheck. You can sign up online at this link. No it’s not directly related to estate planning […]

It appears another celeb has died without a proper estate plan in place. He made a ton of money on the Fast and Furious movies and apparently led his life fast and furious! Here’s a link to a good article about this sad situation.

If you are making new year’s resolutions for 2014 does it include any of the following: 1) Get a living trust; or 2) Update our current estate plan; or 3) Add a life insurance trust (ILIT); or 4) Look into a qualified personal residence trust (QPRT); or 5) Have a qualified estate planning attorney review […]