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MORE THAN MONEY
How do we leave a lasting legacy to our children and those we leave behind? Questions like this are answered in this free chapter of More Than Money, featuring our founding partner, attorney Gary Winter. Learn more about closing out a trust after death.
Our Areas of Expertise
California Estate Planning for Beneficiary With Addiction
Schedule a consultation about estate planning for beneficiary with addiction and learn how a California trust may provide support with careful guardrails.
Power of Attorney Abuse in California: Signs and Steps
Schedule a strategy session about power of attorney abuse. Spot warning signs, preserve records, and learn next steps for your California family.
Trust Decanting California: When a Trust Can Change
Schedule a trust review to understand trust decanting California, including when it may work, notice rules, alternatives, and legal risks.
