About California Estate Planning

Applying for VA Aid and Attendance Pension

The Aid and Attendance Pension is a type of monthly financial assistance for qualified veterans or their surviving spouses to pay for the cost of elderly care, e.g. meals, medication, ...

Applying for Housebound VA Pension

Defining Housebound PensionHousebound pension is an enhanced monthly benefit for veterans who are confined in their residence due to permanent disability. Housebound veterans also include those who are confined in ...

What Does it mean to be a Conservator?

You have been assigned as a conservator of a person or estate – now what? How is the role defined? What does it do? What are the expectations? These are ...

Applying for VA Pension as a Retired Veteran

Many of our veterans don’t know that they are entitled to claim VA pension benefits when they turn 65 years old. And that they do not have to be disabled ...

Guide to Long Term Care Benefits For Veterans

Only a small number of US wartime veterans are benefitting from the Department of Veterans Affairs (VA) “Aid and Attendance” pension program. More than one third of Americans over the ...

Who Are The Legal Heirs in California’s Intestate Succession Law?

Heirs are individuals who are entitled by law to inherit a portion or the entire estate of a person who died “intestate”, meaning, someone who passed away without establishing a ...

Should You Invest In Life Insurance For Your Child?

Typically, investing in life insurance for a child is not recommended. Life insurance is essentially a form of financial protection for dependents when the bread winner dies. And since the ...

10 Reasons Why You Need a Last Will and Testament

Writing a last will and testament is hard because it forces us to confront the certainty of death. But if you don't have a will (or some other strategy for ...

Common Mistakes in California Estate Planning

It is a common misconception that estate planning is only for the rich. Most people have at least one thing of significant value – such as a home, car, insurance, ...

What are the Inheritance Rights of a Surviving Spouse?

A Surviving Spouse deals not only with the grief but also with the legal and financial responsibilities that come with the death of a husband or wife. It is important ...

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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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