Many adults today are navigating two important roles at once: caring for their children and... [Read more...]
Turning Fear into Peace of Mind: Meet Associate Attorney Andrew Morris
The loss of a loved one brings more than grief. Families are often suddenly faced... [Read more...]
Should You Put Your Home in a Trust?
Should you put your home in a trust? Many families use a trust for their... [Read more...]
What Happens If You Die Without a Will in California? Understanding California Probate, Intestate Succession, and Why Estate Planning Matters
Estate planning is often an uncomfortable topic, yet it is one of the most important... [Read more...]
Still Fighting: The Estate Planning Legacy of Shannen Doherty
Shannen Doherty spent years fighting breast cancer with courage and candor. In her final days,... [Read more...]
Declare Your Independence From Intestacy
Every Fourth of July, we celebrate the right to determine our own destiny. Yet many... [Read more...]
When Estate Planning Documents Say One Thing—and Mean Another
Two recent conversations at Summit, one about blended family planning and one about trust language,... [Read more...]
What Happens to a Living Trust When the First Spouse Dies? A Trusts and AB Trusts Explained (VIDEO)
One of the most common questions married couples ask when creating an estate plan is:... [Read more...]
Proposition 19: The California Property Tax Law That Changed Everything
California’s Proposition 19 changed the way families think about inherited property, property tax reassessment, and... [Read more...]
Incapacity Planning: Assert Control While You Can
Most people associate estate planning with death. Incapacity planning raises a different, more immediate question:... [Read more...]
That Would Never Happen: The Most Dangerous Words in Estate Planning
One of the most common—and dangerous—phrases in Estate Planning is “that would never happen.” This... [Read more...]
IRS Warning: The 2026 Dirty Dozen Tax Scams
As we approach the end of another tax season, it’s a good time to review... [Read more...]
