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: December 2022

Types of Trusts for Estate Planning

Types of Trusts for Estate Planning

A trust is one of the most important estate planning documents. With so many different types of trusts to choose from, it can be difficult to determine which one is right for you and your needs. Some of the most common types of trusts are broken down in this guide. ...

Creating a Living Trust in California

Creating a Living Trust in California

  Estate planning documents are some of the most important documents that you will have within your lifetime. While you may feel like estate planning is only reserved for the elderly, estate planning can be beneficial at many different stages in a person’s life....