Personal estate planning counsel in Northern California

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Explore estate planning insights, then bring the questions that matter to your family to a conversation with the firm.

Estate planning notes and reference books

Read with your own plan in mind.

The latest featured article looks at assets that may need different treatment when you fund a living trust. Use the firm’s resources to identify questions about ownership, beneficiaries and your existing documents.

  1. California Estate Law · Education Funding · August 20, 2026 Education Savings in California: Connect the Accounts with Your Estate Plan Education planning involves more than investments: decide who controls the money and what happens next.
  2. October 28, 2026 Effective Tax Planning Strategies for Estate Preservation When it comes to preserving your estate, tax planning plays a pivotal role. Taxes can significantly impact the wealth you’ve worked so hard to build,
  3. October 28, 2026 Elder Law: Navigating Legal Issues for Seniors with Trusted Guidance As we age, the legal and financial decisions we face become more complex. From planning for long-term care to protecting assets and ensuring healthcare wishes
  4. October 28, 2026 Ensuring a Smooth Transition: Business Succession Planning Essentials For many business owners, their company is more than just a source of income—it’s a legacy built on years of hard work, long hours, and
  5. October 28, 2026 Future-Proof Your Legacy: Key Considerations for Comprehensive Estate Planning When it comes to estate planning, there’s this unspoken truth: it feels far away until it doesn’t. A few years ago, I sat down with.
  6. October 28, 2026 Why Every Adult Needs a Plan for the Future Many people think estate planning is only for the ultra-wealthy—but that couldn’t be further from the truth. Whether you’re single, married, a parent, or approaching
  7. October 28, 2026 What an Estate Planning Attorney Really Does—and Why You Need One When it comes to estate planning, there’s no shortage of online forms and DIY kits. But the truth is, estate planning isn’t a one-size-fits-all process—and
  8. October 28, 2026 Living Trust Attorney: Why You Need One for a Stronger Estate Plan If you’re looking to simplify the estate planning process, avoid probate, and maintain privacy, a revocable living trust may be the perfect solution. But to
  9. October 28, 2026 Minimizing Liability: Key Tips for Effective Estate Tax Planning When it comes to estate planning, one of the biggest concerns people have is minimizing their tax liability. Without careful planning, taxes can take a
Handwritten notes and a fountain pen on a desk by a window

From reading to planning

Bring what you read to a conversation.

Articles explain general rules. A free initial consultation applies them to your family, your property and the documents you already have.

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Frequently asked questions

Questions about these resources.

Who are these resources for?

They are for readers planning ahead, reviewing documents or learning about estate and trust responsibilities. Start with the topic closest to your current question.

Can an article tell me exactly what to do with an asset?

Articles provide general context. Asset ownership, account rules, beneficiaries and your circumstances need individual review before you make a change.

What if I read something that affects my existing plan?

Note the article and your question, then gather the relevant documents. A review can help you understand whether your plan needs attention.

How can I learn more about the topics covered here?

Explore the practice-area pages, Elaine’s book and interview highlights, or request a consultation about your own planning questions.

Do articles replace a consultation?

Reading can help you prepare. A consultation provides an opportunity to discuss the facts and decisions specific to your situation.