About California Estate Planning

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 ...

Medicare and Medi-Cal: Unlocking the Mystery

Medicare and Medi-Cal have long been a mystery to many consumers. In fact, it can baffle and confuse even some of the smartest citizens. Like me, you might have thought, ...

Understanding Spousal Rights and Disinheritance

In the United States, the subject of estate planning is fraught with complexities, particularly when it comes to the rights of a surviving spouse. A common misconception is the idea ...

Don’t Neglect Your Estate Plan Checkup

The importance of having an updated, comprehensive estate plan cannot be overstated. It is a crucial aspect of life planning that ensures your wishes are honored and your loved ones ...

Estate Plan Stress Tests: A Vital Step in Wealth Management

Think of your estate plan as a living entity that needs to evolve with the changes in your life. Various life events such as the birth of a child, children ...

3 Common Estate Planning Misconceptions

1. It is Only for the RichOften, when we see headlines about estate planning, they're typically focused on high-profile individuals - wealthy entrepreneurs or celebrities who've either neglected to create ...

Practical Steps for Dividing Personal Items

Throughout our lives, we accumulate various belongings, some of which hold sentimental value or monetary worth. It's crucial to ensure these items are allocated according to your wishes after your ...

Why an Inheritance Calls for Estate Plan Adjustments

Inheriting wealth is a major event that, if not managed correctly, can lead to financial missteps and potential loss. Individuals who receive an inheritance often face challenges in managing their ...

Choosing a Trustee: What you need to know

Establishing a trust is akin to nominating a financial guardian who takes charge of your financial affairs. The role of a trustee is multifaceted, encompassing tasks like collecting income, paying ...

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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