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.

We Help Make People’s Lives Easier in Times of Crisis


Five common living trust myths

Many San Jose area residents know the benefits of estate planning, while many others have not taken the time to create an estate plan for their unique situation. Regardless of whether a person has an estate plan or not, a living trust may be a good estate planning...

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What is an asset protection trust?

People in California work hard for their money and generally people would like to be able to keep it for their own purposes. People may also be getting older and want to make sure that their money and assets end up going to their family when they pass away. However,...

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