Learning Center

Snowbirds and Second Homes in California: What You Need to Know About Estate Planning
Snowbirds and Second Homes in California: What You Need to Know About Estate Planning For many retirees and seasonal travelers, splitting time between two states

Inheriting Property in California
What Heirs Need to Know About Taxes, Probate, and Transfers Inheriting real estate from a loved one can be both a blessing and a challenge.

Planning for Pets: Ensuring Your Furry Family Members Are Cared For
When we think about estate planning, our minds often jump to financial assets, real estate, or the people we love. But for many pet owners,

Estate Planning Essentials for Caregivers of Aging Parents: What You Need to Know
If you’re one of the many individuals who find themselves “sandwiched” between raising children and caring for aging parents, you know how overwhelming and complex

Common Estate Planning Myths—Busted
Estate planning isn’t just for the wealthy or elderly—it’s something everyone should consider. But despite its importance, many people still hold onto misconceptions that can

How to Plan for Incapacity: Protecting Your Future When You Can’t Make Decisions
It’s a difficult topic that many of us prefer to avoid: the possibility that one day, due to illness or injury, we may no longer