About California Estate Planning

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 ...

First Responders: Protecting Others While Protecting Themselves

As first responders, you are the heroes who put your lives on the line for us. Your bravery and dedication are truly appreciated. We recognize that your job can come ...

Moving Forward After Bankruptcy: Creating an Effective Estate Plan

Navigating through bankruptcy can be a daunting experience. Once the dust settles, you may find yourself wondering what steps to take next. You may feel vulnerable and anxious about protecting ...

Bankruptcy’s Effects on Estate Planning

You're creating an estate plan, excitedly making arrangements for your loved ones to inherit your assets and carry on your legacy. But wait, what happens if you suddenly find yourself ...

Estate Planning for Couples Made Easy with Pour-Over Trusts

With love comes responsibility, and one of those responsibilities is managing your finances as a couple. You both have your own individual accounts and properties, but you also have shared ...

Estate Planning as a Couple with an Age Difference

When you are married to someone who is significantly older or younger than you, planning for the future can be different for each of you. To make sure you and ...

Planning for the Financial and Non-financial Aspects of Life

Typically, when one parent stays at home to take care of the children and household, they are responsible for several tasks such as taking care of the kids, cleaning the ...


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San Antonio

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