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 2020

What Is an Ethical Will?

As you navigate the estate planning process, the term ethical will may come up. An ethical will is different from a traditional will. A traditional will is a tool that is used to pass on your property and assets. An ethical will is optional and is a document you can...

What Not to Include in Your Will

Drafting a will is often an essential part of a person's estate planning. However, there are a few things that should not be included in your will; rather, they should be addressed in another aspect of your estate plan.Contact the California estate planning attorneys...