Your estate plan should reflect your life—not your past. If you’ve experienced changes in relationships, assets, or the law, your plan might be outdated. In this blog, we walk through 7 signs your California estate plan may need a refresh and how to keep it working for you and your loved ones.

Including your IRA or 401(k) in your estate plan isn’t about changing ownership now—it’s about making sure your beneficiary designations align with your overall plan. Without proper coordination, your retirement accounts could trigger unnecessary taxes, delays, or even court involvement. This blog explains when to name individuals, when a trust may make sense, and how to protect your loved ones under the SECURE Act’s 10-year rule.

Planning for your children’s future isn’t just about finances—it’s about ensuring they’re raised by the right people and supported with the resources they need. If you have minor children, estate planning means making critical decisions now so a judge doesn’t make them for you later. In California, parents can legally name guardians, set up trusts to protect a child’s inheritance, and avoid costly court involvement through thoughtful planning.

Irrevocable trusts are powerful tools in California estate planning, offering asset protection, tax minimization, and long-term care planning opportunities. Unlike revocable trusts, these trusts cannot be altered once created—making them ideal for safeguarding wealth, preserving Medi-Cal eligibility, and supporting loved ones with special needs. In this article, Devey Law explores when irrevocable trusts make sense, how they work, and what to consider before including one in your estate plan.

Proposition 19 has drastically changed how real estate is inherited in California—especially when passing property to children or grandchildren. What was once a straightforward way to preserve low property taxes within families is now a complex process with strict deadlines, residency requirements, and value caps. If your estate plan involves real estate, this law could have significant financial consequences. Learn how Prop 19 affects parent-child transfers, why many older plans are now outdated, and what you can do to protect your family’s home and legacy.

Your pets are part of your family—so what happens to them if you’re no longer around? A Pet Trust ensures your furry companions receive care, love, and financial support according to your wishes. In California, Pet Trusts are legally enforceable, providing peace of mind that your pet’s well-being will always be a priority.

Understanding business law is essential for entrepreneurs looking to protect their interests and set their ventures up for long-term success. From choosing the right legal structure to drafting strong contracts and ensuring regulatory compliance, business law provides a solid foundation for growth.