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 Why You Need an Asset Protection Attorney to Safeguard Your Wealth In today’s litigious society, protecting what you’ve worked hard to build is more important than ever. Whether you’re a business owner, physician, investor, or simply
  3. October 28, 2026 Why a Tax Planning Attorney Should Be Part of Your Financial Team If you’ve spent your life building wealth, the last thing you want is for a significant portion of your estate to be lost to taxes.
  4. October 28, 2026 Estate Tax Planning Attorney: Crafting a Legacy That Avoids Unnecessary Taxes Whether you’re managing a growing business, building wealth, or preparing to pass on an estate, taxes play a major role in your financial picture. That’s
  5. October 28, 2026 What an Estate Tax Planning Lawyer Can Do to Preserve Your Family’s Future When it comes to protecting the assets you’ve worked a lifetime to build, few professionals are as essential as an estate tax planning attorney. As
  6. October 28, 2026 Estate Planning 101: Why Every Adult Needs a Plan for the Future Estate Planning 101: Why Every Adult Needs a Plan for the Future
  7. October 28, 2026 Business Succession Planning: Securing the Future of Your Life’s Work Your business is more than just a source of income—it’s a part of your identity, a legacy built from years of effort and commitment. But
  8. October 28, 2026 How a Business Succession Planning Attorney Helps You Exit on Your Terms How a Business Succession Planning Attorney Helps You Exit on Your Terms
  9. October 28, 2026 Safeguarding Your Assets: Strategies to Protect What Matters Most Safeguarding Your Assets: Strategies to Protect What Matters Most
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.