Trustee Duties After Settlor Incapacity in California: What You Need to Know

by Kevin Bayley When a loved one becomes incapacitated, whether suddenly through an accident or gradually due to cognitive decline, life gets complicated fast. There can be medical decisions to make, care to coordinate, and many emotions for all parties. If you’re also the successor trustee for the incapacitated person, you are stepping into a...

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Planning for Your Digital Assets

by Lars Kindem As cryptocurrencies, stablecoins and non-fungible tokens (collectively, “digital assets”) have become increasingly popular investment vehicles, it has become clear that, absent thoughtful planning, these digital assets can be among the most difficult assets for your family to find, access and transfer in the event of your incapacity or after your death. If...

Unhitched but Attached? Basic Estate Planning for Unmarried Couples.

by Peggy Lennon Many couples prefer to remain unmarried for many reasons, whether those be legal, philosophical, or financial. While marriage brings with it a set of legal rights and responsibilities (too vast to explore here), couples in long-term, committed relationships face a legal landscape that typically treats an unmarried partner as a stranger. Here...

Helping a Parent with Dementia: Why Revisiting Their Estate Plan Matters

Watching a parent struggle with memory loss or cognitive decline is emotionally challenging—and it also raises important legal and financial questions. If your parent hasn’t updated their estate plan recently, decisions about healthcare, finances, and daily care could become complicated or fall into the wrong hands if left unaddressed and your parent becomes legally unable...

The information contained in these blog posts is not, nor is it intended to be, legal advice. You should consult an attorney regarding your individual situation.

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