Estate planning is not a one-time event—it is an ongoing legal strategy that must evolve with life, law, and wealth. This category addresses when and why California estate plans should be reviewed, updated, or restructured due to marriage, divorce, relocation, asset acquisition, business changes, tax law revisions, or shifts in family dynamics. Articles focus on proactive maintenance, coordination of beneficiary designations and asset titling, and preserving long-term legal effectiveness to prevent unintended consequences over time.
Randall’s daughter, Casey, discovered a handwritten will tucked inside a shoebox after his passing. Unfortunately, the will hadn’t been updated since his divorce 15 years prior, and it named his ex-wife as the primary beneficiary. Even worse, the will lacked…
Randall’s daughter, Stanley, discovered a critical flaw in his estate plan after he passed away: his brokerage account beneficiary designation didn’t match the terms of his trust. The resulting probate battle cost his estate $123,891 in legal fees and delayed…
