I met with a couple in their mid-thirties last week.  They are planning their first vacation without their small children and realized they had no written estate planning documents. Frantic, they came to me to get a will or something “simple” to “cover” them in the event they both died in some tragic accident. After…

Have minor children? You should have a written Legal Guardian document to be sure the person(s) you wish to care for your children is first in line. Without a properly drafted and signed guardianship designation, your children will be caught up in the court system where the court will determine who has the legal right…

Every spring I see an increase in younger families coming in to do their estate plan. It’s typically driven by the desire to protect themselves if something happens during their summer vacation. Here are the top 3 concerns parents have shared with me over the years. Who will care for my children?California courts give great weight to…