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For the safety of our community, clients and staff, we have suspended all in-person meeting effective March 17, 2020. All consultation meetings will be via Phone or Zoom Video Conferencing. Please contact us at 925-484-0888 or email us directly at [email protected] to schedule the consultation.

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How should you talk to your children about your estate plan?

In California, estate planning is an important process that ensures your loved ones are taken care of after you die. However, it can be difficult to talk about estate planning with your children. To make things easier for everyone, you can consider the following....

What is an irrevocable life insurance trust?

Individuals beginning the estate planning process in California may have heard about a component called an irrevocable life insurance trust but may not know what it entails. This can help you leave your wealth to your heirs, but is it right for you? What is an...

Coping with the stress of being an executor in California

California residents who’ve recently lost a loved one usually have to deal with grief. Another area of stress after the death of a friend or family member is managing the estate, particularly if you have been named executor. The executor is the person named in an...

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