About California Estate Planning

3 Estate Planning Tips for Every New Homeowner

Whether you’re a first-time buyer or making a change in lifestyle, purchasing a home is a major milestone. With that comes new responsibilities. Here are three important steps to take.Step ...

Estate Planning for Military Families

Military life comes with unique challenges—and that includes how you protect your family’s future. Whether you’re newly enlisted or a seasoned service member, estate planning is essential. From managing assets ...

Protecting Property from Deed Fraud: What Yolo and Placer Counties Are Doing

What id Deed Fraud? As an estate planning attorney, I regularly work with property records: confirming ownership, transferring property into trusts, and distributing property out of trusts to beneficiaries. Because ...

You Have a Will—But Is It Enough?

Having a will is a crucial step in protecting your assets and ensuring your loved ones are cared for after you’re gone. If you’ve already taken this step, you’re ahead ...

3 Tips for Traveling with Disabilities

Traveling with disabilities can feel overwhelming, but with the right preparation, it can be an enjoyable and smooth experience. From researching accessible accommodations to ensuring medical needs are met, careful ...

3 Tips from an Elder Law Attorney: Caring for a Loved One with Alzheimer’s Disease

Alzheimer’s is a complicated and overwhelming disease. Over time, the disease can change a loved one into a seemingly different person. Caring for a loved one with Alzheimer’s disease is ...

Solo Aging and the Challenges It Brings

As more people from the Baby Boomer generation reach their senior years, many face a new challenge: solo aging. Solo agers are individuals who don’t have children or close family ...

Estate Planning and Retirement Planning for Business Owners

For many employees, saving for retirement is straightforward: contributing to their employer’s 401(k) plan and perhaps opening an IRA. However, for business owners, planning for retirement is far more complex ...

Senior Living Options When Care is Needed

As Americans age, long term care planning becomes essential for navigating the many senior living options available. Choosing the right living arrangement depends on a senior’s health, assistance needs, and ...

Unique Health Challenges Faced By Veterans

The United States is home to a veteran population of approximately 20 million, many of whom face distinct health challenges compared to non-Veterans. Military service instills a well-defined culture rooted ...

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Davis
530–763-0014
750 F Street, Suite 2
Davis, CA 95616

Sacramento
916–975-7560
333 University Ave, Suite 200
Sacramento, CA 95825

Roseville
916–975-7721
3017 Douglas Blvd, Ste 300
Roseville, CA 95661

Monterey
831-777-2557
288 Pearl Street
Monterey, CA 93940

San Antonio
210-750-1800
18756 Stone Oak Pkwy, Ste 200
San Antonio, TX 78258

We operate on an appointment-only basis other than our Davis office.
Need Assistance? Call us at (916) 273-4777

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