Estate Planning to Protect What You Love
Our 3-Step Protection Process™ can help you move from “I’ll get around to it” to “I’m Done!” It starts with our Right Fit Meeting™, where together we determine whether our firm is right for you. If you decide to work with us, together we design your plan. Are you ready to get started? Click the button below and schedule a call now.
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Latest Articles
Estate Planning

Protecting Property from Deed Fraud: What Yolo and Placer Counties Are Doing
Estate planning plays a vital role in protecting your property from deed fraud. Counties like Placer and Yolo are taking action. Keep your assets—and legacy—secured.
Estate Planning

3 Tips for Traveling with Disabilities
Traveling with disabilities requires careful preparation, including estate planning. Having a will, power of attorney, and advance health care directive will give you peace of mind on your journey.
Estate Planning

Solo Aging and the Challenges It Brings
Learn the essentials of long term care planning and how legal documents and early preparation ensure peace of mind and future security.
Estate Planning

Estate Planning and Retirement Planning for Business Owners
Estate planning is vital for business owners’ retirement success. Integrate retirement accounts, diversify investments, and create a business transition strategy today.