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Events &
Workshops

Should I Stay or Should I Go?
Exploring senior housing and care options, and how legal planning fits into the picture

Join Heather Chubb as she shares how proactive legal planning can help you make confident choices about future care needs.

September 23, 2025 – 10:00 AM – Orangevale Parks & Recreation
October 30, 2025 –
11:00 AM – Folsom Senior Center

NPRA Meeting – Panel Discussion on Conservatorships
Join panelists Heather Chubb and Renee Balcom for an in-depth discussion on conservatorships, their challenges, and how families can prepare.

October 7, 2025 – 9:30 AM – Oakmont Roseville

5 Steps for Peace of Mind After a Loved One Dies

Administering an estate can feel overwhelming.

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Special Needs Planning - Protecting Your New Adult

Navigating the complicated world of special needs and disability planning in order to make the best decisions and prepare for the future is challenging.

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Webinar: 5 Modern Estate Planning Tips to Protect You and Your Loved Ones

When it comes to protecting your family, your wishes, and everything you’ve worked a lifetime to build, wouldn’t you rather get it right?

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Webinar: Transferring Assets to Your Trust

Congratulations on taking a big step toward keeping control and protecting your loved ones by creating a living or revocable trust! But you are not done yet. For your trust to work the way you expect and intend you need to transfer your assets.

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Seminar: 5 Threats to You, Your Family, and Your Assets

Before you get a Will, Trust, or Estate Plan, you should know that not all plans are created equal.

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Free Resources

CLIENT Story

Thanks for holding my hand. So glad you made things easier for me. I really don't know how I would have understood any of this without your knowledge.
Sandra

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