As a certified specialist in California probate, estate planning and trust law I am hired in all different facets of these areas. For example in many cases I write the estate plan and in many others I execute an estate plan after death. However, there is a growing piece of my work which is monitoring […]

Several years ago I had a video professionally made. It was through our yellowpages.com advertisement which we don’t even do anymore. I felt the video was too canned and just not who I am.  I wanted my clients and potential clients to know ME.  Please check out my video on my Youtube channel and let […]

Sunday is a nice day to spend with family. My family often goes to breakfast at our favorite restaurnt, the Original Pancake House in Roseville, California.  We often see friends there which is nice.  Of course when you spend this time with family it can make you reflect on the importance of planning for your family. […]

I am sitting at my desk on this lovely Saturday morning which is not my norm. With nobody else here I have Pandora playing in the background. It got me thinking have these artists connected their royalties to their living trusts? Hey, when you do estate planning for a living everything gets back to probate […]

You have read my blog enough to know I think very highly of the California Probate Code. In my job as a California proabte and estate attorney I find almost all answers are listed in the california probate code. I have pasted below the contents. Let me know if you have questions about any of […]

In our office we do a lot of trust administration and probate. This means sorting things out after death typically. Although in some cases it can also be inventorying assets in a conservatorship. One of the major steps is inventorying the assets. This means making a list of assets. Unfortunately a lot of times the […]

Today is the grand opening of the Sacramento Children’s Museum.  My wife, Kathleen, is the founder of this museum. I still remember the day in late 2004 or early 2005 that we were driving home from the Bay Area, having enjoyed our visit to Berkelely’s Habitot, we were around Dixon or Davis, and she said, […]

I was contacted today by a client whose father just died. It was a painful death and, even more sad, he is probably now rolling over in his grave to learn what I am typing. He never changed the beneficiary on his life insurance policy and it goes to… his ex-wife. Ughhhh. I am happy […]

Last week I had a professional fiduciary named as Administrator in one of my probate cases here at the Sacramento county probate Court.  Professional fiduciaries are a great choice to serve as administrator when there is fighting, or potential fighting, between family members. They are licensed by the state and can be bonded. In fact, there is […]

I have two clients coming in this afternoon… hopefully I might add… to sign their estate plans. In both instances it has been over a year since we first met. Life is busy we all know but, in the end, there is no good excuse for not getting your estate plan done. In both cases […]