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: May 2020

How to Create a Living Trust

A living trust can be a useful tool for estate planning. This type of trust is one that you create while you are alive. You can choose one or more beneficiaries to the trust, and they will receive the trust property when you die. Before you can decide if a living...

Medical Trust Planning

As you get started with estate planning, you should take the time to learn more about the different forms of estate plans so that you can get a better idea of how to structure your estate plans to best suit your needs. One thing to consider while estate planning is...