In light of the recent concerns regarding the Covid-19 virus, protecting our clients and their legacies remains our most important focus.
We are encouraging all current and future clients to meet with us via phone or video conference. Please contact our office to discuss your options.
When Californians get a life insurance policy or open a retirement account, one of the first steps is to fill out a beneficiary designation. This specifies who the assets should go to when the creator dies. However, it is not uncommon for people to forget to update...
Many Californians have some familiarity with wills and trusts, whereas others are just starting to learn the differences and potential benefits of each. When parents have children, it is important to think about not only how to fairly divide the assets among the kids...
When thinking about the future and making a plan to pass on assets, a California resident may consider who they want to name as beneficiaries and how to structure their estate plan. However, they may also want to closely consider who they'll name as the executor of...
Discussing a will isn't exciting, but it's an important conversation that can give you peace of mind. The next step involves creating a customized estate plan. Each individual's goals, wishes, and assets are unique, and the estate plan should reflect that.This is...
