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: April 2019

What is a Trust Administrator?

A trust administrator is a person or organization who has been designated to take care of the trust assets on behalf of the beneficiaries. The trust administrator may be someone specific who has been given this duty, or it may be an organization such as a bank, or a...

Five Estate Planning Mistakes

Everyone can benefit from making an estate plan. Whether you have many assets or just a few, it is a good idea to plan for your future. When making your estate plan, it is vital to plan your estate carefully; otherwise you may open yourself up to common estate...