by Geoffrey E. Wiggs | Oct 30, 2026 | Uncategorized
Estate planning begins with a conversation—not a stack of documents. Before meeting with an attorney, take time to talk with your spouse or partner about what matters most to them: protecting one another, providing for each other’s children, and deciding how you want...
by Geoffrey E. Wiggs | Oct 30, 2026 | Uncategorized
A corporate trustee may be worth considering when your trust calls for more time, expertise, or impartiality than a friend or family member can comfortably provide. For example, your trust may hold a family business or real estate, support a beneficiary with special...
by Geoffrey E. Wiggs | Oct 30, 2026 | Uncategorized
When your family changes, your estate plan may need to change as well. Divorce, remarriage, or the loss of a spouse reshapes your financial responsibilities, your relationships, and the legacy you want to leave. For blended families, planning often means balancing...
by Geoffrey E. Wiggs | Aug 26, 2026 | Uncategorized
“Mom Was on Medi-Cal. Does That Mean the State Can Take Her House?” When Robert’s mother passed away, his first question was not about the inheritance. It was about the house. “Mom was on Medi-Cal for years. Are we going to have to sell the house to...
by Geoffrey E. Wiggs | Aug 26, 2026 | Uncategorized
A $1.5 million family home. Three children. One assumption: They’ll figure it out. It’s one of the most common mistakes I see in estate planning. Mom’s will was simple – The house was to be divided equally among her three children. On paper, that sounds...
