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  • Home
  • About
    • Testimonials
  • Practice Area
    • Estate Planning
    • Special Needs Planning
    • Trust Administration
    • Limited Conservatorship
    • Probate
  • Areas We Serve
    • Inland Empire Estate Planning
    • Palm Springs Coachella Valley Estate Planning
    • Mammoth Lakes Eastern Sierras Estate Planning
  • Trusts and Estate Planning Blog
  • Client Portal
  • Contact
  • More…
    • Videos/Media
    • Community Events
    • Virtual Tour
    • Monthly Seminars

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  • Updating estate plan documents at home with binder, paperwork, and family photos on a kitchen table

    5 Signs It Might Be Time to Update Your Estate Plan

    March 20, 2026March 20, 2026

    5 Signs It Might Be Time to Update Your Estate Plan We’re always happy to work with couples and families, hear their story, put their wishes on paper, and celebrate when they come in to sign their new estate plan (we even have cake ready, just saying). But let’s face it. Life doesn’t stay the…

    Read More 5 Signs It Might Be Time to Update Your Estate PlanContinue

  • Family gathered together during the holidays, symbolizing conversations about estate planning, legacy, and protecting loved ones.

    Why Holiday Family Arguments Might Finally Get You Talking About Your Estate Plan

    December 23, 2025December 23, 2025

    The Holidays Bring More Than Just Leftovers The holidays are supposed to be about joy, food, and time together. But for many families, they also bring tension to the surface. A recent national survey by Trust & Will found that nearly 40 percent of families experience open disagreements during holiday gatherings. These arguments often start…

    Read More Why Holiday Family Arguments Might Finally Get You Talking About Your Estate PlanContinue

  • A quiet California family home during the holidays, with warm lights and subtle decorations reflecting peace of mind and thoughtful estate planning.

    How One California Family Avoided Probate During the Holidays

    December 17, 2025December 17, 2025

    December is a busy time for families in California.There are gatherings, traditions, and long conversations around the table. It is also a season when people slow down enough to notice things they usually push aside. For one family, December also brought loss. A parent passed away just before the holidays. Along with grief came questions….

    Read More How One California Family Avoided Probate During the HolidaysContinue

  • Adult son having a warm, respectful conversation with his aging parents in a cozy living room, discussing estate planning over tea.

    How to Start the Estate-Planning Conversation with Your Parents Without All the Awkwardness

    November 18, 2025November 18, 2025

    The Conversation No One Wants to Have… But Every Family Eventually Must Talking to your parents about estate planning might feel uncomfortable or even a little scary. After all, no one wants to imagine a time when their parents are no longer around. But avoiding the topic doesn’t stop future problems. In fact, it can…

    Read More How to Start the Estate-Planning Conversation with Your Parents Without All the AwkwardnessContinue

  • Family planning California Self-Determination Program at home for child with special needs

    California Self-Determination Program for Special Needs Families

    July 24, 2025July 24, 2025

    If you’re a parent of a child with special needs, you’ve probably spent time working with the Regional Center to get services and support. But did you know there’s a program that gives you more freedom to choose how your child’s support is provided? It’s called the Self-Determination Program (SDP) and it could be a great…

    Read More California Self-Determination Program for Special Needs FamiliesContinue

  • Webinar image showing legal planning options for adults with disabilities, comparing Limited Conservatorship, Financial POA, and Advance Health Care Directives. Includes attorney and event title.

    Go Bananas Webinar: Conservatorships vs. Power of Attorney & Health Care Directives

    June 18, 2025June 18, 2025

    Planning legal support for a loved one with developmental disabilities can feel confusing—but understanding your options is the first step toward peace of mind. In this informative webinar, Jeffrey C. Nickerson, Esq. of Nickerson Law teams up with Go Bananas to guide families through the differences between Limited Conservatorships, Powers of Attorney, and Advance Health…

    Read More Go Bananas Webinar: Conservatorships vs. Power of Attorney & Health Care DirectivesContinue

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Updating estate plan documents at home with binder, paperwork, and family photos on a kitchen table

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