Fraud Blocker

We offer the option of consultations and meetings in-person, video & phone.

Category: Estate Planning

the words of did you know handwritten on blackboard
Estate Planning

Did You Know?

For most individuals in the bay area, complete estate planning requires a Trust, Will and Powers of Attorney for health care and property. A common misconception among many people

Read More »
estate planning word circle concept with great terms such as heir, laws, assets and more.
Estate Planning

Revisit Your Estate Plan!

In our review of estate plans that predate 2011, many trusts for married couples consist of a survivor’s and decedent’s trust at the death of the first spouse. Prior

Read More »