About California Estate Planning

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 ...

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 ...

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 ...

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 ...

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 ...

Medi-Cal for Seniors: Guide to Asset Limits

Medi-Cal is a joint federal-state program that provides health insurance to low-income Californians, including seniors and persons with disabilities. Medicaid programs like Medi-Cal are funded by federal and state funds ...

Guide to VA Asset and Income Limits 2021

Veterans Affairs will base the pension amount of a qualified veteran, surviving spouse or dependent child on the difference between their Countable Income and MAPR or Maximum Annual Pension Rate ...

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Davis
530–763-0014
750 F Street, Suite 2
Davis, CA 95616

Sacramento
916–975-7560
333 University Ave, Suite 200
Sacramento, CA 95825

Roseville
916–975-7721
3017 Douglas Blvd, Ste 300
Roseville, CA 95661

Monterey
831-777-2557
288 Pearl Street
Monterey, CA 93940

San Antonio
210-750-1800
18756 Stone Oak Pkwy, Ste 200
San Antonio, TX 78258

We operate on an appointment-only basis other than our Davis office.
Need Assistance? Call us at (916) 273-4777

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