Planning for Families

a picture of an estate plan and a trust with calculators and charts and all of that around it

The Secret Side of Your Trust: What It Can Do During Your Lifetime

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advisors planning with their different specialties.

The Peace-of-Mind Portfolio: How to Pair Your Trust with Insurance, Benefits, and Lifestyle Planning

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Veterans Aid & Attendance: The Benefit No One Told You About

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AI Can Predict Your Financial Life—But It Can’t Protect Your Family

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With California’s New Medi‑Cal Rules, Review Is Key—Even If We Don’t Have All the Answers (Yet)

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children sitting at a table strategizing

Why Your Kids Need to Know More Than “Call My Lawyer”

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a family meeting in an office with their advisors

3 Clues That a Family Meeting Could Save Your Client Years of Conflict

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someone on their desk writing a legacy letter

The Letter No One Wants to Write, But Every Family Needs

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When Google Fails You: Why DIY Trusts Backfire in California

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Life Changes, Laws Change—But Has Your Plan?

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an emergency binder on a desk titled emergency plan

Building Your Emergency Binder: The Most Important Packet Your Family Will Ever Hold

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a picture of grandparents looking at old photos and their family heirlooms

From Heirlooms to iCloud: Making Sure Your Personal Legacy Is Protected

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a couple in the cemetery mourning the loss of their loved one.

Your Estate Plan in Action: What Happens in the First 48 Hours After You’re Gone

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a family talking with their attorney and their child

What Happens to Everything You Own If You Don’t Have a Plan?

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digital assets

Your Digital Life After Death: What Happens to Your Online Accounts?

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Digital Assets, Cryptocurrency, and AI: The New Frontier of Estate Planning for Advisors

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three people sitting at a table discussing something professional. a couple talking to their trustee

What Your Trustee Secretly Hopes You Did (and Most People Don’t)

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a healthcare clipboard with a patients files and a stethoscope on top

“She Was Still Our Baby” 

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a family sitting around the table eating and talking

Who Will Know What You Meant to Do?

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a mom and a dad with their teenage kids sitting on the counter looking at their computers

Planning in the Middle: What to Do When You’re Not Young Anymore—But Not ‘Old’ Yet

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Recent Posts

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