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
3 Estate Planning Tips for Every New Homeowner
New homeowners, don’t overlook estate planning. Align your deed, update beneficiaries, and protect your home from probate with these 3 essential tips.
Estate Planning
Estate Planning for Military Families
Estate planning is essential for military families navigating deployments, relocations, and unique benefits—protect your loved ones and secure your legacy with a customized, legally sound plan.
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.