About California Estate Planning

3 Ways to Protect Your Artistic Legacy Today

It's important to plan ahead for your death, even if it's a long time away. You can create a plan with the help of an exprienced estate planning attorney. This ...

Right of Occupancy Trust: Protect Your Home and Loved Ones!

The purpose of estate planning is to safeguard you and your loved ones. When there is a loved one who may need additional support after your death, this can be ...

Impact of Assisted Reproductive Technology on Estate Planning

Approximately 2% of all babies born in the United States in 2019 (83,946) were conceived using assisted reproductive technology, according to data from the Centers for Disease Control and Prevention ...

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 ...

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 ...

3 Reasons to Avoid Probate

To receive their inheritance after your passing, your beneficiaries may need to start a probate case with the Superior Court. This is likely if you own property (such as a ...

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, ...

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 ...

Preserving Your Legacy: Life Insurance and Estate Planning

Many people mistakenly believe that naming their spouse, child, or loved one as the beneficiary of their life insurance policy is enough to secure the benefits for them in the ...

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 ...

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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