NHL Trade Deadline 2026: Estate Planning and Probate Lessons for California Families If you are a California resident, a trustee, or an adult child helping a parent manage finances, the NHL trade deadline can feel like pure sports news. But the way teams protect assets, control decision-making, and plan for unexpected changes is a useful … Read More
James Stephen Donaldson, better known as MrBeast. Image: MrBeast/Decrypt MrBeast Video Editor Fired From Beast Industries Following Kalshi Insider Trading Probe – Decrypt: California Estate Planning Lessons From Sudden Legal Trouble If you are a California resident, a trustee, or an adult child trying to keep a family member’s finances organized, sudden legal trouble and … Read More
Bills Agree to Acquire Bears WR DJ Moore: What the News Teaches California Families About Estate Planning If you are a California resident building wealth, raising a family, or caring for aging parents, sudden headline-making events can be a helpful reminder to review your plan before a crisis hits. A recent ESPN report described the … Read More
California Appellate Court Delivers Key Rulings on Choice-of-Law and Debt Collection Insurance Exemptions in Bagby v. Davis If you’re a California executor, trustee, or beneficiary dealing with creditor claims against an estate or trust, a recent appellate decision may significantly impact how those claims are handled—and which state’s laws apply. In Bagby v. Davis, a … Read More
If you’re a California resident, business owner, or estate planning professional, the 2026 legislative session will bring significant changes that may affect how you plan your estate, administer trusts, handle probate matters, and protect your family’s assets. The California Legislature is set to take up several key two-year bills that touch on probate, trusts, elder … Read More
Bagby v. Davis: What California’s Choice-of-Law and Insurance Exemption Rulings Could Mean If you are a California resident, trustee, executor, or business owner dealing with debt, collections, or a lawsuit, court rules about which state’s law applies can change the outcome in a meaningful way. A recent California appellate decision, Bagby v. Davis, discusses issues … Read More
The ‘U-Files’ and Unpublished Trusts & Estates Cases: California Practice Lessons If you manage a California trust or estate, or you advise families in California, “unpublished” court decisions can still matter. They often highlight how people end up in disputes, what documentation is missing, and where fiduciaries misstep. This article is written for California residents, … Read More
Estate of Griffin v. Commissioner: Why Intent Alone Can Trigger Estate Tax Problems in California If you are a California resident creating an estate plan for a spouse, partner, or family member, it is easy to assume that good intentions and “close enough” paperwork will carry the day. They often do not. A recent discussion … Read More
Robinhood Platinum Card for High-Income Customers: What It Means for California Estate Planning If you are a California resident building wealth, managing family finances, or helping aging parents, new “premium” financial products can create real planning opportunities and new risks at the same time. Robinhood recently announced a high-end “Platinum” credit card with a $695 … Read More
Britney Spears DUI Arrest in Los Angeles: California Estate Planning and Incapacity Lessons If you live in California, a sudden incident like a DUI arrest can be more than a legal headache. It can be a wake-up call about how quickly life can change, and what happens to your finances, your home, and your medical … Read More