California Estate Planning Guides

protecting children

15 Reasons to do Estate Planning

Having an estate plan can be beneficial for a single person to a family of six. It can be beneficial to someone working on a farm to a million dollar CEO. Everyone needs to plan ahead to protect their heirs. Take action now!

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Beware of Living Trust Scare Tactics

Do not believe a salesperson tells you these myths when you ask about a Living Trust. Consult a licensed attorney to determine if a Living Trust will be an effective solution for your individual needs. Be alert for any signs that you may be dealing with a “trust mill” instead of a licensed attorney.

protecting children

Medi-Cal Planning – What You Need to Know

To sum up, there are legal and ethical ways to become eligible for Medi-Cal, but it can be a very
complicated process without proper knowledge. There are many steps you can take to protect your
assets and receive Medi-Cal.

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Saving the Family Farm

If you want your family farm to survive after your death, it is important to plan ahead. This eBook will illustrate ways you can plan for the survival of your family farm.

I’m interested in…

Getting a California Will

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Creating a California Revocable Living Trust

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Help with Healthcare Documents in California

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Avoiding Conservatorship

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Davis

750 F Street, Suite 2,
Davis, CA 95616.

530–231-5161

Sacramento

333 University Ave Suite 200 Sacramento CA 95825

916–229-8844

Roseville

3017 Douglas Boulevard Suite 300 Roseville CA 95616

916–229-8844

Serving the California Central Valley - Yolo County: Davis, Woodland, West Sacramento, Winters, Yolo, Knights Landing, Dunnigan, Guinda, Madison, Sacramento County: Sacramento, Citrus Heights, Elk Grove, Folsom, Rancho Cordova, Galt, Isleton, Antelope, Elverta, Laguna, Herald, Hood, Orangevale, Carmichael, Solano County: Fairfield, Vacaville, Vallejo, Suisun City, Benicia, Dixon, Rio Vista, Birds Landing, Rockville, Allendale, Placer County: Roseville, Auburn, Rocklin, Lincoln, Loomis, Colfax, Newcastle, Penryn, Alta, Dutch Flat, Carnelian Bay, Weimar, Sheridan