When families start thinking about the future, it’s common for the terms trustee and executor to get lumped together. Both roles matter in estate planning, and both involve handling property and instructions after someone passes away. Still, they aren’t interchangeable.

Estate planning often involves more than just deciding who inherits your assets. When a trust includes minor beneficiaries, additional considerations are necessary to assure that their inheritance is managed responsibly and in their best interests.

Many people think of estate planning only in terms of houses, bank accounts, retirement funds, or valuable personal items. But for countless Californians, pets are just as important as any traditional asset—sometimes even more so.

Life is full of uncertainties, and sometimes the people we care about most can face unexpected financial challenges. Medical emergencies, sudden loss of income, or unforeseen legal obligations can leave families struggling at a time when they should be focusing on healing and supporting one another.

Facing a serious medical situation can be stressful and emotionally overwhelming, not only for you but also for your loved ones. Without an advance health care directive, important decisions about medical treatment may fall into the hands of others who might not know your wishes.

Blended families bring together children from prior relationships, second marriages, and shared histories. Each family member may have different expectations about inheritance. These varied expectations can lead to tension unless clear plans are in place. Clarity helps preserve relationships and protect everyone’s interests.

When it comes to planning for the future, one of the most important and often overlooked decisions involves choosing a health care agent, sometimes called a health care proxy or medical power of attorney. This is the individual you authorize to make medical decisions on your behalf if you're unable to do so.

Facing the prospect of medical incapacity can seem complicated, but preparing for it is one of the most responsible decisions you can make. In California, you have specific legal tools and rights that allow you to express your medical wishes in advance. Confirming that those wishes are honored requires proper planning.

As someone who has been practicing estate planning law for years, I understand how important it is to have an updated estate plan. Whether you have a will, a trust, or a comprehensive plan that includes both, the truth is that life changes often require adjustments to your estate plan.

When it comes to preparing your will, one of the most important decisions you’ll need to make is choosing the right executor. The executor is responsible for managing the distribution of your estate and assuring that your wishes are carried out after your passing.