Serving clients in Santa Rosa and San Francisco, California and greater Bay Area region
To protect your safety during the coronavirus (Covid-19) crisis, we “strongly encourage” telephone and video conferences, versus face-to-face meetings. We have competent procedures in place to ensure client and staff safety when executing documents. CALL TODAY TO SET UP A REMOTE CONSULTATION.

Month: February 2019

Benefits of a Living Trust

When choosing what estate plan is best for you, one of the things you should consider is a living trust. A living trust, also commonly known as a revocable trust, is a form of estate planning in which assets you choose are placed within a trust for your own benefit...

Which Type of Trust is Right for You?

When you are going through the estate planning process, you will find that there are many things to consider. When it comes to setting up a trust, there are many different options. You will need to consider the pros and cons of each type of trust in order to choose...