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Archive for Month: May 2026

015: Trust Administration in California: What Every Trustee Needs to Know Before They Start

When a loved one dies and you’re named successor trustee, the clock starts immediately. In this episode, DeDe Soto breaks down the full arc of

Here’s What Can Happen to Blended Families When a Spouse Dies

If you are in a blended family, you may believe the simplest estate plan is the fairest one: “I’ll leave everything to my spouse. They’ll

The Family Meeting: Not Just for Billionaires

For some people, the term family meeting may not bring to mind a pleasant gathering where everyone shares fond memories and warm feelings. When someone

Why Quick and Simple Estate Plan Reviews Don’t Exist

When someone calls an estate planning attorney asking for a “quick look” at their documents, the request usually sounds straightforward. Maybe the documents were created

014: What Every Trustee Needs to Know About Managing a Trust in California

Becoming a trustee after losing a loved one is stressful enough without also discovering you have a legal minefield to cross. In this episode, DeDe

Raising Stewards, Not Mere Beneficiaries: Preparing the Next Generation for Inheritance

Steward —a term for someone entrusted with the care of something that does not personally belong to them—is commonly used in such realms as business,

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