A DIY estate plan can lead to a false sense of security because it may not achieve what you think it does

Will contests should be avoided at all costs. A contest can derail your final wishes andrapidly deplete your estate and wreak havoc on your

step you can take to ensure the welfare of your family is to pull out your estate planning documents and take a close look

Now, more than ever, establishing an estate plan for you and your loved ones an essential task worthy of your time and attention.

We are still OPEN for business and we look forward to working with you regarding your estate planning needs.

Welcome to 2020! There is something wonderful about a fresh start. The year (and decade) ahead is filled with possibilities and promise....

Even for those of modest means, who gets your hard-earned savings when you die is an important consideration. Don't let the state decide.

Did you know that your loved ones may not be able to legally access your digital photos, posts or memories when you pass away? Regardless...

My wife is a substitute teacher and just finished teaching a few weeks of summer school in Rocklin. She enjoyed her time in the...

Summer Break is upon us. Gone are the days of early mornings lunch packing and late night homework. The sun no longer sets before we...

Recently, we have seen an influx of calls from families requesting a review of their aged and outdated documents or documents that they...

I just came across a great article that I want to share with you all. The article breaks down the reasons why it pays to work with an...

There are those of you out there that already have an estate plan in place. You laid out a meticulously detailed plan of your wishes,...