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: July 2020

What You Should Know About Family Trusts

Trusts can be a useful tool for comprehensive estate planning. Typically, if you opt to use just a will for your estate planning, the will must pass through probate before distributions can be made to beneficiaries. Probate involves court proceedings and can be...

Why You Need an Estate Planning Attorney

Hiring an estate planning attorney is an excellent way to get the peace of mind of knowing that your future finances are taken care of. It can be stressful going through life, not having a plan for the future. An estate planning attorney is there to help you prepare...

Estate Planning Statistics

Estate planning is used as a way to ensure that your assets are distributed according to your wishes when you pass away. It is also a useful tool for planning ahead to manage your assets and healthcare wishes during your lifetime. An estate planning attorney can help...