Benefits of Hiring a lawyer for Your California Estate Plan
November 13, 2022
Estate planning is an essential task that all individuals should undertake, regardless of their age or net worth. It allows you to plan for the
Call us at
Featured Articles
Prince’s Estate and Probate
October 7, 2022
Dustin Macfarlane discusses the outcome of the famous pop singer’s (Prince) estate and how much money his heirs will not be receiving because he didn’t
What is the difference between an irrevocable trust and a revocable trust?
October 3, 2022
When you create an estate plan, you have the option to include a revocable trust. Also known as a living trust, this document allows you
5 Reasons Why You Need An Estate Plan
September 25, 2022
Do you think estate planning is only for the rich? If so, you’re not alone. Many people have a misconception that estate planning is for people who own five houses, have millions of dollars in the bank, make two-million dollars per year, and fly to exotic locations worldwide on a whim.
Tips for Your First Time Estate Plan: Including Question to Ask Your Lawyer
September 22, 2022
Estate planning is the process of creating a plan to protect your family and financial interests in the future. It can give you peace of
It’s Time to Talk to Your Parents About Estate Planning
September 10, 2022
We’re all familiar with Millennials’ stereotype as self-absorbed, spoiled children who can’t seem to get their lives in order. But the truth is, Millennials have matured into responsible adults and productive citizens, with many approaching their (gasp!) forties.
Filing Final Tax Returns for the Deceased
August 20, 2022
When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks
Issues to Consider When Gifting to Grandchildren
August 20, 2022
Many grandparents who are financially stable love the idea of making gifts to their grandchildren. However, they are usually not aware of the myriad of
Retirement Accounts and Estate Planning
July 20, 2022
For many Americans, retirement accounts comprise a substantial portion of their wealth. When planning your estate, it is important to consider the ramifications of tax-deferred
See What Our Clients Are Saying on Google
Heidi O’Haver
Heidi O'Haver
Very happy with the service we received and we cannot emphasize enough the peace of mind that comes with having completed our trust.
Dana Beards
Dana Beards
The firm assisted me with a will, power of attorney documents and healthcare directives. They are professional, highly skilled and truly care about their clients. I am 100% confident that my family will be equipped with every legal document needed when the time is necessary.
Charlotte Silva
Charlotte Silva
Very helpful, informative and supportive; professional and yet kind. If I have needs in the future I will definitely return. I will also recommend if anyone's should express the need for services offered. Very pleased with my visit
James Chapman
James Chapman
Dustin and the staff were fantastic. they helped us every step of the way. It was a very good experience, and we can't thank them enough!!
Questions or Schedule An Appointment? Click to Call
Claim your free Estate Planning Consultation
Contact us today for your free consultation
- We do not share or sell your personal information
