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.

trusts

Steps to Setting Up a Family Trust

Family trusts can be a handy estate planning tool. A family trust is one specific type of trust that families may use to preserve their financial legacy for many years down the road. This type of trust may be beneficial for you, even if you do not have a large estate....

How to Create a Living Trust

A living trust can be a useful tool for estate planning. This type of trust is one that you create while you are alive. You can choose one or more beneficiaries to the trust, and they will receive the trust property when you die. Before you can decide if a living...

What You Need to Know About Living Trusts

When it comes to estate planning in the state of California, creating a living trust may be in your best interest. In most cases, a living trust allows your estate to avoid having to pass through probate. Using this form of estate planning can also benefit you and...

What Is a Special Needs Trust?

There are different types of trusts that you can create that serve different purposes. One type of trust that is useful under certain circumstances is a special needs trust. A special needs trust is a trust that allows a disabled person to benefit from it, while still...

Five Reasons You Should Set Up a Trust

A trust is one of the many forms of estate planning available. Many estate plans can benefit from including a trust. There are two main types of trusts to choose from. These options include a revocable trust, which can be modified, and an irrevocable trust, which...

What is a Trust Administrator?

A trust administrator is a person or organization who has been designated to take care of the trust assets on behalf of the beneficiaries. The trust administrator may be someone specific who has been given this duty, or it may be an organization such as a bank, or a...