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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.

Bay Area Estate And Tax Planning Law Firm
Estate Planning
Trust Administration and probate

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Recent Blog Post

How does an estate planner choose a skilled executor?

Sep 17, 2021

During probate, the executor of the estate handles numerous responsibilities on behalf of the deceased. Distributing assets remains a top priority, but this is not the only duty the executor performs. Not everyone realizes that the executive serves as the testator's...

Why is an executor important?

Sep 2, 2021

If you live in California and you are thinking about getting a will ready, then you might be curious about the role of the executor. The executor is crucial for settling an estate and picking the right one is important for having the estate settled smoothly. What does...

How does incapacity planning work in California?

Aug 20, 2021

Estate planning might prove more challenging than someone expects. Drawing up a last will and testament may not be the only responsibility someone has. Health issues could leave someone worried about becoming incapacitated. So, estate planning may involve making...

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