Blog

Planning for the future involves more than deciding who gets what after death. In California, many individuals turn to a living trust to protect their property while they’re still alive. A living trust can be a practical tool for keeping control over assets and supporting long-term personal and financial goals.

An advance directive is an essential legal document in the context of estate planning in California, designed to protect your healthcare and financial wishes in the event that you become unable to communicate them due to illness or incapacity.

During my three-decade-long career as an estate planning attorney, I've had many clients ask what happens if they suddenly become unable to manage their own care or finances due to incapacity.

When I work with clients on estate planning at the Law Offices of Gary R. Kershner in Oakland, California, one of the most powerful tools I recommend is the living trust. A living trust provides a clear path for transferring assets while maintaining control during your lifetime.

Have you been considering planning your estate? Planning for the future can feel intimidating, especially when it involves considering scenarios where you're unable to make your own healthcare decisions. This is where an advance directive becomes invaluable. It’s a legal document that outlines your wishes regarding medical care should you become incapacitated.

Incapacity planning is a critical aspect of estate management that makes sure your personal and financial affairs are handled according to your wishes if you become unable to make decisions.

Estate planning in California often involves two cornerstone documents: a will and a living trust. Deciding which one is best for your situation can feel overwhelming, especially when each has unique features, benefits, and potential drawbacks.

Explanation of how to avoid creditors seizing assets through the use of IRAs and Standalone Retirement Trusts.

An overview of the elements of a complete Estate Plan.

A blog post on joint property ownership and how it affects estate planning.