About California Estate Planning

Important Estate Planning Concerns When Using Assisted Reproductive Technology

The birth of a child is a significant event in every parent's life, particularly if they have utilized assisted reproductive technology (ART). Using ART necessitates comprehensive financial and estate plans ...
Read More

The Pros and Cons of Probate

In the context of estate planning, the term "probate" frequently carries a negative connotation. In fact, financial planners advise many individuals, particularly those with valuable accounts and property, to try ...
Read More

3 Reasons to Avoid Probate

In order to receive their inheritance after your passing, your relatives may need to sign specific paperwork as part of the probate process. This is possible if you possess property ...
Read More

5 Issues to Address Before You Leave on Vacation

Here are five things to consider before embarking on your next adventure to ensure your safety and the safety of your loved ones:1. Have you established a basic estate plan, ...
Read More

4 People you Need to Meet Before Your Next Grand Adventure

As you plan your next vacation, you may decide to handle the arrangements on your own. While this may be fine for deciding what to see and do, how much ...
Read More

5 Estate Planning Tips For Retirees

As you near retirement, your approach to estate planning is different from other stages of your life. When you no longer earn a salary and benefits from a job, how ...
Read More

5 Estate Planning Tips For SMB Owners

What do Activities of Daily Living mean?When the business is dependent on you as the owner, having an estate plan before you need one is a critical investment. If you ...
Read More

5 Estate Planning Tips For Farmers

What do Activities of Daily Living mean?According to the USDA National Agricultural Statistics Service (NASS) – family-owned farms make up 97% of 2.1 million farms in the US. Among the ...
Read More

VA Guide to Activities of Daily Living

What do Activities of Daily Living mean?US Veterans Affairs defines Activities of Daily Living or ADLs, as tasks of everyday life that are essential to perform one’s ability to live ...
Read More

Medi-Cal For Long Term Care: Guide to Activities of Daily Living

What is Long-Term Care?Long-Term Care refers to a range of services provided to elderly individuals and people with disabilities who need ongoing care due to chronic and debilitating health conditions ...
Read More


750 F Street, Suite 2,
Davis, CA 95616.



333 University Ave Suite 200 Sacramento CA 95825



3017 Douglas Boulevard Suite 300 Roseville CA 95616


Serving the California Central Valley - Yolo County: Davis, Woodland, West Sacramento, Winters, Yolo, Knights Landing, Dunnigan, Guinda, Madison, Sacramento County: Sacramento, Citrus Heights, Elk Grove, Folsom, Rancho Cordova, Galt, Isleton, Antelope, Elverta, Laguna, Herald, Hood, Orangevale, Carmichael, Solano County: Fairfield, Vacaville, Vallejo, Suisun City, Benicia, Dixon, Rio Vista, Birds Landing, Rockville, Allendale, Placer County: Roseville, Auburn, Rocklin, Lincoln, Loomis, Colfax, Newcastle, Penryn, Alta, Dutch Flat, Carnelian Bay, Weimar, Sheridan
Skip to content