Below you will find articles and resources on all things estate planning. Click on a category to find posts about a that topic, or use the search bar to search for something more specific.

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Why So Much Money Ends Up as Unclaimed Property and What That Means for You

Every year, billions of dollars quietly sit with state governments, unclaimed and forgotten. Learn how proper estate planning keeps what you own from getting lost. Read more…

Here’s What Happens to Your Retirement Accounts After You Die

Retirement accounts follow different rules from other assets you may own. After you die, the people you love most may face unexpected tax burdens if you don’t understand how the rules work. Read more…

Why Quick and Simple Estate Plan Reviews Don’t Exist

If your estate plan is years old, or you did it yourself, you may call an attorney asking for a quick, low-cost review of your estate planning documents, thinking it’s a quick and easy process. The reality is that an estate plan review is (or should be) more complicated than most people think. Read more…

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Hi, I'm Ruby

Hi, I'm Ruby

Estate Planning Attorney

I have practiced law for over 16 years, first working at a medium-sized firm in San Francisco handling civil litigation, and then moving into estate planning, small business and contract law since 2010. I value people, the planet, and prosperity that does not adversely affect the former.

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