Create a definite plan for managing your wealth while you’re alive and distributing it after your death. Listed below are the many estate planning services offered by our our firm.
Legacy planning is the creation of a definitive plan for managing your total wealth while you’re alive, distributing your estate after your death, and a clear plan to pass on your legacy.
Our firm’s guiding principle is to provide families with quality Trust Administration and Probate services tailored to each client’s specific needs and goals.
Confused about Medi-Cal? You’re not alone! The complexity surrounding this constantly changing area of the law can sometimes feel overwhelming… it doesn’t need to be.
As more Americans become entrepreneurs, they discover that wise business planning is essential to their success today and their financial security tomorrow.
Family business owners, farmers, ranchers and landowners face unique challenges surrounding how to preserve the family business or farm—a symbol of their heritage.
The SECURE Act will make it easier for small business owners to set up “safe harbor” retirement plans that are less expensive and easier to administer.
LGBTQ estate planning provides protections to help guard against discrimination when people are reluctant to recognize your relationship, even if you are married.
Families who have a family member with a disability must plan for the future very carefully. To protect a person with special needs, a well-defined estate plan is vital.
A Pet Trust is a powerful legal document that gives you the ability to not only set aside funds for your pet’s future care but also stipulate exactly what kind of care you expect your pet to receive.
