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In case of a passing, especially your spouse’s, contact us for a complimentary consultation on your options. Getting married is also a life milestone to address, as California law impacts your estate plan. After marriage, it’sREAD MORE >

Many legal documents are required in a valid estate plan, including wills, trusts, and guardianship designations. A legacy letter can also be an integral part of an estate plan and often accompanies a will. However, unlikeREAD MORE >

The benefits of a conservatorship include safeguarding a person’s assets from self-neglect or third-party exploitation. Often, individuals neglect mortgage and utility payments, facing property sale or service disconnection. Financial management and awareness are lacking, with potentialREAD MORE >

Passing away without a will in California can result in your property and assets being distributed in a manner which is not in accordance with your wishes. In some cases, your estate could end up inREAD MORE >

Having a will and a trust can be a great way to plan for your estate and protect your assets. When prepared correctly, these separate legal devices can work in concert as part of a smartREAD MORE >