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Plan with Bijan Love. Gratitude. Legacy. Bijan Roboubi is an Estate Planning Partner at the Kaiser Law Group. Serving all of California.

10/21/2026

Who keeps your trustee accountable?

If you have a trust, you may want to include some checks and balances to make sure everything runs smoothly.

One way to do that is by naming a trust protector.

Your trustee will still be responsible for the day-to-day management and operations of your trust.

But what happens if something goes wrong?

If issues arise or there's a deadlock between your trustee and beneficiaries, a trust protector can step in and help resolve those issues, depending on the authority granted in your trust.

Having someone who can intervene when problems arise may help prevent disputes from escalating and keep your trust functioning as intended.

As always, consult with a licensed professional before you try this at home. This is NOT legal advice and it is for educational purposes ONLY!

SAVE this and SHARE it with anyone creating or updating a trust. Having the right checks and balances can help protect your family's interests.

Comment PLAN below and I'll send you my free Estate Planning checklist straight to your inbox or DMs.

➡️ Ready to get this done?

If you are based in California, click the link in our bio, then tap "Request a Consultation" on our website!

If you are outside of California, find a trusted attorney in your state and make sure you do this right. Your family is counting on you.

And follow for more!

10/20/2026

Three Estate Planning Mistakes That Can Cost Your Family

If you don’t have an estate plan and you have minor children, the court could decide who raises them if something happens to you.

If you don’t update the beneficiary designation on your 401(k), an ex-spouse could receive that money regardless of what your will or trust says.

And if you don’t have a trust, or your trust is outdated, your home and other assets could end up in probate court.

These details affect who raises your children, who receives your money, and how difficult the process becomes for your family.

A complete estate plan needs to be created, funded, and kept current.

As always, consult with a licensed professional before you try this at home. This is NOT legal advice and it is for educational purposes ONLY!

SAVE this and SHARE it with every parent and homeowner you know. A few outdated documents can create serious consequences.

Comment PLAN below and I'll send you my free Estate Planning checklist straight to your inbox or DMs.

➡️ Ready to get this done?

If you are based in California, click the link in our bio, then tap "Request a Consultation" on our website!

If you are outside of California, find a trusted attorney in your state and make sure you do this right. Your family is counting on you.

And follow for more!

10/20/2026

Estate Planning Myths That Are Putting Your Family At Risk.

Let’s clear up the four biggest myths in estate planning. Because what you don’t know is exactly what hurts your family later.

Myth number one. A will is enough to protect my family.

Reality: Wills go through probate court. Your family still ends up in a long, expensive court process even if you have a will.

Myth number two. Estate planning is only for the rich.

Reality: If you own a house or have minor kids, you could benefit from estate planning. This is not about wealth. It’s about protection.

Myth number three. My spouse will just get everything.

Reality: Not always. Especially with blended families, the law may not distribute things the way you assume. Without a plan, you could be unintentionally disinheriting people you love.

Myth number four. I’ll just do it later.

Reality: Later may be too late. Nobody gets a warning before something happens. The only time you can actually plan is now.

Now is the time to take care of your estate plan.

As always, consult with a licensed professional before you try this at home. This is NOT legal advice and it is for educational purposes ONLY!

SAVE this and SHARE it with someone who still believes one of these myths. It might change everything for their family.

Comment PLAN below and I’ll send you my free Estate Planning checklist straight to your inbox or DMs.

➡️ Ready to get this done?

If you are based in California, click the link in our bio, then tap "Request a Consultation" on our website!

If you are outside of California, find a trusted attorney in your state and make sure you do this right. Your family is counting on you.

And follow for more!

10/20/2026

THREE Documents Every Married Couple Needs!

1️⃣ If you’re married, you should have a financial power of attorney. So if something happens to you and you become incapacitated, your spouse or someone else can make financial or legal decisions on your behalf.

2️⃣ You should also have a healthcare power of attorney, where you express your medical wishes in the event of incapacity.

3️⃣ And lastly, you should have a trust in place, so your assets are protected from probate.

These three things will protect the people you love, exactly when they’d need it most.

As always, consult with a licensed professional before you try this at home. This is NOT legal advice and it is for educational purposes ONLY!

SAVE this and SHARE it with every married couple you know. This is worth having the conversation about.

Comment PLAN below and I’ll send you my free Estate Planning checklist straight to your inbox or DMs.

➡️ Ready to get this done?

If you are based in California, click the link in our bio, then tap "Request a Consultation" on our website!

If you are outside of California, find a trusted attorney in your state and make sure you do this right. Your family is counting on you.

And follow for more!

10/20/2026

If you have a trust and you pass away, your successor trustee takes control of the assets held in that trust.

Your trustee is the person with the authority to distribute those assets to your beneficiaries.

But what happens if a beneficiary disagrees with the trustee?

They have two options: talk to the trustee and try to resolve the issue or take the matter to court.

We generally recommend starting with option one.

A conversation with your trustee may help resolve disagreements before they turn into costly legal disputes.

As always, consult with a licensed professional before you try this at home. This is NOT legal advice and it is for educational purposes ONLY!

SAVE this and SHARE it with anyone who has a trust or expects to inherit from one. Understanding who has authority can help avoid unnecessary conflict.

Comment PLAN below and I'll send you my free Estate Planning checklist straight to your inbox or DMs.

➡️ Ready to get this done?

If you are based in California, click the link in our bio, then tap "Request a Consultation" on our website!

If you are outside of California, find a trusted attorney in your state and make sure you do this right. Your family is counting on you.

And follow for more!

10/19/2026

You might be sending money to the wrong people.

This is about the beneficiary forms you signed years ago.

If your life insurance names your minor children directly, they may end up in probate court.

But if you have a properly drafted trust and name the trust as the beneficiary, the money can be handled according to the plan you created for them.

Your retirement accounts matter just as much.

If an outdated beneficiary is still listed, that person may receive the account regardless of what your will or trust says.

This happens more often than you think.

People get divorced, update their estate plan, and forget to remove an ex-spouse from a retirement account.

Review every beneficiary designation at least once a year.

Your estate plan only works when your accounts are aligned with it.

As always, consult with a licensed professional before you try this at home. This is NOT legal advice and it is for educational purposes ONLY!

SAVE this and SHARE it with every parent and retirement account owner. One outdated designation can override years of planning.

Comment PLAN below and I’ll send you my free Estate Planning checklist straight to your inbox or DMs.

➡️ Ready to get this done?

If you are based in California, click the link in our bio, then tap "Request a Consultation" on our website!

If you are outside of California, find a trusted attorney in your state and make sure you do this right. Your family is counting on you.

And follow for more!

10/19/2026

Which currency do you think is the most valuable:

Knowledge, Time, or Money?

When you’re missing one, you use the other two to get it.

Don’t have money? Use your time and your knowledge to build it.

Don’t have time? Use your money and your knowledge to buy it back.

Don’t have knowledge? Use your time and your money to acquire it.

Here’s how this connects to estate planning.

Most people put off protecting their family because they don’t know where to start, or don’t have enough money or time to figure it out.

But that’s exactly why you need to take inventory of what you do and don’t have.

Guidance from the right person can save you both time and money. That’s what a proper estate plan actually does. It trades a small amount of your time and money now for the peace of mind and protection that could potentially cost your family everything later.

As always, consult with a licensed professional before you try this at home. This is NOT legal advice and it is for educational purposes ONLY!

SAVE this and SHARE it with someone who needs to hear this today.

Comment PLAN below and I’ll send you my free Estate Planning checklist straight to your inbox or DMs.

➡️ Ready to get this done?

If you are based in California, click the link in our bio, then tap "Request a Consultation" on our website!

If you are outside of California, find a trusted attorney in your state and make sure you do this right. Your family is counting on you.

And follow for more!

10/19/2026

Revocable vs Irrevocable Trust. Here Is What Nobody Tells You.

Most people set up a trust without ever understanding the difference between these two. And that difference could mean everything for your family.

Here is the breakdown.

With a revocable trust you stay in full control of all your assets. You can change it, update it, add to it or remove from it at any time while you are alive.

But here is the tradeoff. Your assets are still considered yours which means creditors can come after them and your estate could still be subject to estate taxes.

With an irrevocable trust you give up direct control of your assets. That is the part most people do not like to hear. But here is what you gain in return.

Your assets are protected from creditors.

Your estate is shielded from estate taxes.

And everything you built is preserved for the people you love.

Here is the truth most attorneys never tell you.

Most families start with a revocable trust. As your wealth grows an irrevocable trust becomes one of the most powerful tools you can have. The right choice depends entirely on where you are in life and what you are trying to protect.

As always, consult with a licensed professional before you try this at home. This is NOT legal advice and it is for educational purposes ONLY!

SAVE this and SHARE it with everyone you know who has a trust but has never understood the difference. It could change everything for their family.

Comment PLAN below and I’ll send you my free Estate Planning checklist straight to your inbox or DMs.

➡️ Ready to get this done?

If you are based in California, click the link in our bio, then tap "Request a Consultation" on our website!

If you are outside of California, find a trusted attorney in your state and make sure you do this right. Your family is counting on you.

And follow for more!

10/19/2026

Thinking about making changes to your trust?

If you already have a trust and want to make changes to it, you should work with your attorney to make sure those changes are done properly.

Some people try to make changes themselves by writing directly on their trust documents and delivering those changes to their trustee.

Depending on what your trust allows, those changes may actually be valid.

But here's why we generally don't recommend doing that.

Making changes to your trust without proper legal guidance can leave too much room for confusion, disagreements, and potential conflict in court down the line.

And the last thing you want is for your family to end up in a legal dispute over what you intended.

If you need to update your trust, work with your estate planning attorney to make sure your wishes are properly documented.

As always, consult with a licensed professional before you try this at home. This is NOT legal advice and it is for educational purposes ONLY!

SAVE this and SHARE it with someone who already has a living trust. Knowing how to properly make changes could help prevent future disputes.

Comment PLAN below and I'll send you my free Estate Planning checklist straight to your inbox or DMs.

➡️ Ready to get this done?

If you are based in California, click the link in our bio, then tap "Request a Consultation" on our website!

If you are outside of California, find a trusted attorney in your state and make sure you do this right. Your family is counting on you.

And follow for more!

10/18/2026

By age 55, these things should already be in place 🛑

1️⃣ If you haven’t set up a living trust yet, now is a good time to do it.

But creating the trust is only part of the process.

2️⃣ Make sure your assets are properly aligned with the trust and that the beneficiary designations on your retirement accounts are up to date.

3️⃣ You should also have healthcare and 4️⃣ financial powers of attorney in place.

5️⃣ And now is a good time to talk with your beneficiaries, trustees, and children about the wishes you’ve laid out in your living trust.

The people who may need to carry out your wishes should understand the plan before they’re ever asked to use it.

As always, consult with a licensed professional before you try this at home. This is NOT legal advice and it is for educational purposes ONLY!

SAVE this and SHARE it with someone approaching 55. A complete plan can make things much clearer for the people you care about.

Comment PLAN below and I’ll send you my free Estate Planning checklist straight to your inbox or DMs.

➡️ Ready to get this done?

If you are based in California, click the link in our bio, then tap "Request a Consultation" on our website!

If you are outside of California, find a trusted attorney in your state and make sure you do this right. Your family is counting on you.

And follow for more!

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1306 Park Avenue
Long Beach, CA
90804

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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