Serving clients in Santa Rosa and San Francisco, California and greater Bay Area region
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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....

Benefits of a Living Trust

When choosing what estate plan is best for you, one of the things you should consider is a living trust. A living trust, also commonly known as a revocable trust, is a form of estate planning in which assets you choose are placed within a trust for your own benefit...