» Beneficiary Designations

When you are no longer able to, who should you trust to manage your financial well-being? A power of attorney (POA), otherwise known as an agent to your principal, has the legal authority to represent and make decisions on your behalf. What character… Read More

Our goal is to create the best possible estate plan for you. To achieve that, we spend as much time as we need to get to know you, your family’s circumstances, and to thoroughly understand what your goals are. Read More

We Can Help You Understand How the New Rules for IRAs Affect You. New rules for IRAs became effective on January 1, 2020. The Act is the most significant legislation affecting IRAs in decades. Read More

We do a lot of "last-minute" estate plans for people who planning a trip (or who are having surgery). People think they don't have time. It is my job to make the process as easy as possible for you. Read More

Transfer on death or payable on death accounts sound great at first glance - exactly because they are so easy to set up. However, there may be problems ahead for your beneficiaries if their circumstances change in any way. Read More

You have just signed the paperwork on what is probably your most valuable asset. Now is the time to protect that asset for your family. In California, probate fees are based on the value of the house – whether or not you owe money on a mortgage! Read More