by Francine Ward | Sep 17, 2026 | Estate Planning
Avoiding Probate — is it for you? Avoid Probate, Is that right for you? Ideally, when a loved one passes away, the administrative and financial details fade into the background. That is possible when those details are addressed long before the passing occurs....
by Francine Ward | Sep 7, 2026 | Estate Planning
Disinherit a Child. It’s Your Estate. Disinherit a child. Has disinheriting a child ever crossed your mind? If so, you are not alone. In California, it’s absolutely possible, but there are rules that need to be followed. If you ignore them, your estate will pay...
by Francine Ward | Aug 31, 2026 | Estate Planning
AI and Estate Planning Artificial Intelligence (AI) is transforming nearly every area of our lives, and estate planning is no exception. AI provides powerful tools for gathering, organizing, and managing information, but it cannot replace the strategic judgment and...
by Francine Ward | Aug 24, 2026 | Estate Planning
Trust Mill Scams. What’s Really Happening Behind the Scenes Trust Mill Scams. Estate planning scams are on the rise, especially in California. Seniors are losing an average of $34,000 per year to financial fraud schemes, according to the FBI’s 2023 elder‑fraud report....
by Francine Ward | Aug 17, 2026 | Estate Planning
Missing Will. A common occurrence after someone dies is that their estate documents cannot be found. The problem of the “missing will.” They may have been lost, mistakenly destroyed, intentionally revoked, or simply hidden. Regardless of the reason, when...
