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: November 2020

The Legacy Planning Process

If you are just getting started with the estate and legacy planning process, your number one focus may be how to maximize what you leave to your family and your favorite charities. You may also have some concerns about how taxes will be paid on your estate.  However,...