As we head towards the start of a new year, we are all presented with the perfect opportunity to reflect, reset, and plan ahead. Just as many people make financial or health-related resolutions, updating and strengthening your estate plan can provide peace of mind for you and your loved ones.

Being named as a successor trustee carries serious responsibilities under California law. If you find yourself in this role, here’s a roadmap through your first 90 days, with key steps and pitfalls to avoid. This is written by an experienced attorney specialising in estate planning law in California and other states.

Starting January 1, 2026, California will reinstate the Medi-Cal asset test for certain programs, including long-term care. This means your ability (or your parents’ ability) to qualify for Medi-Cal will once again depend on how much you own.

When iconic singer and entrepreneur Jimmy Buffett passed away in 2023, he left behind more than just tropical tunes and a laid-back legacy, he left behind a $275 million estate now at the center of a legal storm. The dispute pits his widow, Jane Buffett, against Richard Mozenter, his longtime financial advisor and co-trustee of the Marital Trust established for Jane’s benefit.

Probate in California is often expensive, time-consuming, and stressful for families.

A Retirement Protector Trust™ (also commonly known as a Retirement Plan Trust) is a specialized stand-alone revocable trust designed to receive and protect retirement account distributions such as IRAs, 401(k)s, and other qualified accounts upon your death.