» Estate Planning

Close-up of a medical power of attorney document. Visual concept for estate planning blog discussing 5 key facts about Medical Power of Attorney in California.

What to Know About Medical Power of Attorney in California: 5 Key Facts

If you become incapacitated due to cognitive decline or an accident-related injury, you may want family members to step in to ensure your wishes are met regarding your medical treatment. However, there are certain steps that must be followed to ensur… Read More
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Categories: Estate Planning
Estate Planning: Protect…

Estate Planning: Protect Your Family, Preserve Your Legacy [FREE WEBINAR DOWNLOAD]

Overview: Estate planning is about more than just documents: it’s about protecting your family, preserving your legacy and avoiding costly court processes. This article explores key issues every California resident should consider, from probate pit… Read More
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Categories: Estate Planning
Health Insurance Portability and accountability act: a HIPAA authorization.

Boost Your Estate Plan with HIPAA Authorization: What You Need to Know

A comprehensive estate plan shouldn’t only provide instructions for how your assets should be distributed after your passing — it should also include a plan for incapacity. While an incapacity plan can include a variety of tools to carry out your… Read More
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Categories: Estate Planning
Hospital Ward: Woman Resting in a bed with Finger Heart Rate Monitor, Caring Family Member Holds Her Fragile Hand, Support and Comforting. Visual concept for an estate planning blog discussing essential steps to take when death is imminent.

California Estate Planning: 8 Crucial Steps to Take When Death Is Imminent

Planning for the end of life is never easy. When death is imminent, though, making sure your affairs are in order becomes critical. If you’re in California and facing this difficult time, there are important steps to take to ensure your wishes are… Read More
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Categories: Estate Planning
Estate Planning and Real…

Estate Planning and Real Estate: Partner Bridget Burns to Discuss How the Two Intersect

White and Bright Partner Bridget Burns will present “Courtrooms and Compensations Don’t Mix… Estate Challenges and Opportunities for Real Estate Agents!” at the North San Diego County REALTORS event on March 19, 2025. Bridget will discuss… Read More
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Powers of attorney document - Visual concept for a estate planning blog discussing types of powers of attorney.

Understanding Powers of Attorney

A powers of attorney (POA) is a legal document that allows you to appoint someone you trust—known as an agent or attorney-in-fact—to act on your behalf. This can include managing finances, making healthcare decisions, or handling other important… Read More
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Categories: Estate Planning
Boy protected by his legal guardian. Visual concept for law blog discussing how to name a legal guardian for minor children in California, and why estate planning is crucial for young families.

Tips for Naming a Guardian for Minor Children in California

Estate planning isn’t just for older adults — it’s crucial for young families as well. Importantly, if you have a minor child, you should strongly consider having a plan in place that will dictate who will take care of them in the unlikely even… Read More
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Categories: Estate Planning