Personal estate planning counsel in Northern California

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Estate planning notes and reference books

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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 Remarriage estate planning California Remarriage can change your estate plan in ways many people do not expect. A plan that made sense before a second marriage may no longer protect the people
  3. October 28, 2026 How to avoid probate when you own property in multiple States Owning property in more than one state can make estate administration much more complicated. Many people assume a will is enough to handle everything.
  4. October 28, 2026 Why your estate plan needs a 2026 legal checkup An estate plan is not something you sign once and forget forever. Even when your documents are still technically valid, they may no longer fit your family
  5. October 28, 2026 The Hidden Dangers of Informal Caregiver Arrangements When family members step up to provide care for a loved one, the arrangement often comes with an informal expectation of future compensation. Without a written agreement
  6. October 28, 2026 Estate Planning for Single Individuals in California Single Californians face unique estate planning challenges. Without a plan, the state decides who gets your assets—and the people who matter most to you may get nothing.
  7. October 28, 2026 Marriage, Divorce, and Remarriage: Updating Your California Estate Plan Each major life transition reshapes the legal framework governing your estate. Without timely updates, California's default rules apply—and they rarely match what you would have chosen.
  8. October 28, 2026 Caring for Two Generations: Estate Planning for the Sandwich Generation If you are raising children while also supporting aging parents, your estate plan has to do double duty—and California's default rules were not written for your family.
  9. October 28, 2026 Estate Planning for Solo Agers: Aging Without Family Nearby More Californians are reaching their later years with no spouse or adult children to step in. Planning early is what keeps those decisions out of a courtroom.
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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.