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: December 2019

Estate Planning for Digital Assets

 Due to the constant evolution of technology, it is important to incorporate plans for your digital assets in your estate plans. Digital assets may not be the first thing that comes to mind when you start to prepare estate plans, but these assets must be accounted...

Estate Planning for Special Assets

When you begin the process of estate planning, you should make sure to include special assets in your estate plans. Special assets are assets that need special consideration because of their value, significance, or the nature of the asset itself. For some special...