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: March 2023

Does California Have an Inheritance Tax?

Does California Have an Inheritance Tax?

  Estate planning involves more than just deciding who will inherit your assets after you pass away. It also includes the management of your assets during your lifetime and creating a plan to minimize taxes, as well as maximize the amount of your estate that will...