Get Started Now
707-867-0787
Many individuals don’t like to think about the circumstances that necessitate estate planning. The process is a needed aspect of life and putting it off or avoiding it altogether could spell disaster for the future of your family. Establishing a proper trust and...
A well-designed wealth transfer plan can help to seamlessly guide the movement of your assets from your estate to your beneficiaries. Your wealth transfer plan is an integral part of getting your finances together, but it is often overlooked. You do not need to be...
Probate is a very common legal proceeding dealing with the assets of a person who has passed away. However, many people don’t know what “probate” actually means. It is the method used by the State to allow the transfer of assets and liabilities to the next generation....