About California Estate Planning

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 ...

Why Your Estate Plan Deserves as Much Attention as Your Resume

A resume is a document that shows employers what experience, skills, and education you have, and how you might perform in a job. If you haven't updated your resume in ...

Striking the Right Balance: When and How to Update Your Estate Plan

If your life or the law has changed since you created your will or trust agreement, it's important to update it. You can update a revocable living trust by either ...

The Risks of Neglecting Your Estate Plan

Life is unpredictable and certain events can have a significant impact on your estate plan. It's a misconception that once you've created your estate plan, you can just forget about ...

Things to Consider When Investing in a Vacation Property

In 2018, around 7.5 million second homes existed, which is about 5.5% of all homes. These homes are important because they hold cherished memories for you and your family. To ...

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.

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