Estate Planning Services for Those on the Front Lines

As our communities are affected by COVID-19 we know that this can be a very challenging and uncomfortable time for doctors, nurses, other medical professionals and first responders. We can ease minds by getting estate planning in order, on their... Read more

Advance Health Care Directive In Times of Crisis

In times of crisis it is important to remember what truly matters- your health is the most valuable asset worth protecting. In a pinch, you can draft your own Advance Health Care Directive using the State of California’s Statutory form... Read more

Building an Inheritance Firewall

This article looks at how you build an inheritance firewall to optimize wealth for your future generations to come. For many of us, our home is our most valuable asset. We save money to purchase our home and then we... Read more