» online estate planning

Millennial Estate Planning: Understanding Social Security

The social insurance program was established in 1935 by the US federal government with the purpose to provide retirement, disability, and survivors’ benefits. Since that time, in part due to the disappearance of extended family networks, an increas… Read More
Read More

How to Protect Your Child’s Inheritance from Creditors in California

Keep your hard-earned assets, for the future inheritance of your children and grandchildren, from disappearing or being claimed by creditors with protective measures in your estate plan. A simple way to achieve inheritance protection is through a tru… Read More
Read More

Finish Your Estate Plan Online

Complete your estate plan without taking a single step outside your home. Or if you’re plan is years out of date, now is the time to bring it current. You can add it to your list of shelter in place accomplishments. In the long-term, it’s more sa… Read More
Read More

Priorities, Perspective, and Perseverance

My "new normal" is online estate planning by video or telephone. Like many of you, I have spent a lot of time in recent weeks re-evaluating my priorities, shifting my perspective, and creating a plan to persevere. Read More
Read More

Update For Our Clients and Friends

Getting a will or trust, healthcare directive, power of attorney -- it can all be done online and by telephone, anywhere in California. Read More
Read More

For More Information

  • This field is for validation purposes and should be left unchanged.