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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
A house key, a car key and separate folders arranged on a desk Featured · California Estate Law · Trust Funding What Should Stay Out of Your California Living Trust? Trust funding requires an asset-by-asset review, not a blanket instruction to transfer everything. Read the article

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 The Essential Guide to Living Trusts: Insights from a Seasoned Attorney The Essential Guide to Living Trusts: Insights from a Seasoned Attorney
  3. October 28, 2026 The Role of a Conservatorship Attorney in Protecting Vulnerable Loved Ones The Role of a Conservatorship Attorney in Protecting Vulnerable Loved Ones
  4. October 28, 2026 California Diy Estate Planning Risks Many people try to create an estate plan on their own because it seems faster and less expensive.
  5. October 28, 2026 7 Estate planning myths California Estate planning is easy to put off. A lot of people assume they are too young, do not own enough, or can wait until later.
  6. October 28, 2026 Difference between probate and Estate planning California People often use the terms probate and estate planning as if they mean the same thing. They do not. In California,
  7. October 28, 2026 Protecting family wealth with dynasty trusts in California Many families want to do more than pass assets to the next generation. They want to protect those assets over time and reduce the risk
  8. October 28, 2026 Divorce estate planning update documents California Divorce changes more than your marital status. It can affect who inherits from you, who controls assets, and who has legal authority to act
  9. October 28, 2026 What happens if your chosen trustee moves out of California Choosing a trustee is a big part of estate planning. Most people focus on trust, judgment, and reliability when they make that decision.

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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.