by Dale Miller | Oct 1, 2025 | Trusts & Estates
California Estate Planning Checklist: What You Need in 2025 It’s a conversation many people avoid, often pushed aside for another day. But what if tomorrow brings the unexpected? Would your loved ones be prepared? Would they know your wishes or face a storm of legal...
by Dale Miller | Sep 1, 2025 | Trusts & Estates
What Happens After Someone Dies With a Living Trust in California? In California, the death of a loved one marks not only a time of grief but also the beginning of important legal responsibilities. Assets such as homes, bank accounts, and treasured possessions must be...
by Dale Miller | Aug 1, 2025 | Trusts & Estates
“If I have a trust, I don’t need a will.” This is a common misconception across California, including in Santa Rosa and the greater Sonoma County area. While a trust is a powerful tool to avoid probate and manage assets privately, it does not do everything. A trust...
