What is a Trustee? 8 Trustee Power Explained Super Simply!
A trustee holds the keys to your family’s financial future. When you create a California living trust, this person becomes responsible for managing everything you’ve worked to build, from your Carlsbad home to your retirement savings, and eventually distributing it to the people you love most.
Choosing the wrong trustee can unravel even the most carefully drafted estate plan. Choosing the right one gives your family protection, clarity, and peace of mind for generations.
If you’re creating a trust or have been named as someone’s trustee, understanding this role is essential. Here’s what every California family needs to know.
Estate Planning for Dentists: Safeguard and Secure Your Legacy ( 6 Tips)
Proper estate planning for dentists is a crucial responsibility and, when done correctly, ensures your dental practice’s longevity. It preserves your legacy, safeguards your loved ones, and maintains patient care continuity. Ensure you consult with an experienced attorney for a comprehensive dentist trust.
Estate Planning for Bitcoin in 2025 | A Simple Guide to Fund a Trust with Bitcoin
If you are a holder of Bitcoin, this article will help you to understand how to fund a trust with Bitcoin as well as the benefits of estate planning for Bitcoin.
Supercharge Your Estate Plan with HIPAA Authorization: The Ultimate 2025 Guide
Simply put, a HIPAA Authorization is a document where a person allows a medical provider to share their health information with a 3rd party without violating federal HIPAA regulations.
California Revocable Living Trust: The Complete 2026 Guide
A California Revocable Living Trust helps protect your assets, avoid probate, and keep your estate private. Learn how it works under California law and how Opelon LLP, a trusted Carlsbad estate planning firm, can help you plan with confidence.
8 Famous Celebrities Who Died Without an Estate Plan (2024)
Over and over, we read the stories of celebrities who died with an estate plan.
Whether it’s wills, trusts, or co-ownership agreements, you’d think that these people will have something ready when they pass away. This makes the news of celebrities dying without a will so much more shocking.
2026 Federal Estate Tax Exemption: What California Families Need to Know
Big changes are here for estate planning in 2026. The federal estate tax exemption has increased to $15,000,000 for an individual and $30,000,000 for a married couple, a significant jump from the 2025 exemption of $13.99 million.
So how does this affect you? Put simply, you will only owe federal estate tax if the total value of your estate exceeds these thresholds
Understanding the Irrevocable Life Insurance Trust -The Ultimate 2026 Guide to ILIT’s
An irrevocable life insurance trust (ILIT) is an irrevocable trust used to hold a life insurance policy in a way that provides liquidity to the insured’s estate free of federal estate taxes.
The California Health Care Power of Attorney (2026 Update)
A California Health Care Power of Attorney is one of the most important documents you will ever sign, yet most people make critical errors that leave their families unprotected. From choosing the wrong agent to failing to meet California’s witness requirements, these mistakes can result in court proceedings and family conflict when you are most vulnerable.
California Durable Power of Attorney: Protect Your Family from a $10,000 Conservatorship Nightmare
California Durable Power of Attorney documents prevent one of the most expensive mistakes families make: assuming a spouse or adult child can automatically access bank accounts when someone becomes incapacitated. Without this essential document, your loved ones face a court-supervised conservatorship that costs $5,000 to $10,000 or more, takes months to establish, and requires ongoing judicial oversight. A properly executed California Durable Power of Attorney lets you choose who manages your finances, avoid court involvement entirely, and ensure your bills get paid and investments stay protected if illness or injury leaves you unable to handle these matters yourself.