About California Estate Planning

3 Reasons Why People Run Away from Estate Planning

Embarking on estate planning might not seem like the most thrilling adventure – it's more like the dentist's chair than a roller coaster. Yet, your wish is likely to ensure ...

Ensuring Financial Security for Your Unmarried Partner

When it comes to planning and safeguarding your unmarried partner, it's important to explore various options. Factors such as the value of your assets, protection from your partner's creditors, and ...

Unmarried Partners: Should You Care About Estate Planning?

Unmarried couples don't receive the same legal protections as married couples when it comes to inheritance and taxes. That's why it's crucial for unmarried couples to engage in financial and ...

Essential Steps for Thriving in Your New Job

Getting a new job is a significant milestone that marks the beginning of an exciting chapter in your life. As you embark on this journey, you need to get ready ...

Special Gifts for your Loved Ones that the IRS won’t Tax

Don't allow ongoing political and financial uncertainties to hold you back from providing tax-free gifts that can benefit your loved ones. Despite the speculation surrounding these matters, you still have ...

Securing Your Wealth Beyond the Third Generation

Whether you have inherited your wealth or have built it yourself, you likely want to share this wealth with the next generation and beyond. A concept has been echoed by ...

Building Your Safety Net: The Advantage of a Strong Financial and Estate Planning Team

Shockingly, financial abuse and fraud targeting older individuals cost anywhere from $2.6 billion to $36.5 billion annually, as estimated by the National Council on Aging. To protect yourself from financial ...

How do I protect my loved ones after I am gone?

Nobody can live forever, and it's essential to plan for the future. But, even after you're gone, you can still have a lasting impact on your family's financial well-being. In ...

Life Insurances and How They Can Be Used in Estate Planning

Life insurance is a contract between an individual and an insurance company. In this agreement, the company agrees to pay a predetermined sum of money, known as the death benefit, ...

Why Estate Planning Matters for Single Individuals

Making important decisions for yourself and ensuring the proper care of your assets after your passing can be overwhelming as a single individual. Who will step in to handle matters ...

750 F Street, Suite 2
Davis, CA 95616

333 University Ave, Suite 200
Sacramento, CA 95825

3017 Douglas Blvd, Ste 300
Roseville, CA 95616

288 Pearl Street
Monterey, CA 93940

San Antonio
18756 Stone Oak Pkwy, Ste 200
San Antonio, TX 78258

We operate on an appointment-only basis other than our Davis office.

Skip to content