Estate planning under California law involves the structured design of asset distribution, decision-making authority, tax coordination, and family governance during life and after death. This category addresses wills, trusts, incapacity planning, beneficiary designations, asset titling, probate avoidance strategies, and long-term wealth preservation. Articles focus on aligning legal documents with family structure, financial objectives, and evolving life circumstances to ensure clarity, control, and continuity across generations.
Last month, I met with a distraught young man named Nelson whose mother passed away unexpectedly. She’d prepared a handwritten will, but it was improperly witnessed and lacked the specificity required for asset distribution. The result? A costly and protracted…
