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Blog

17
Feb

Estate Planning Attorney in Sacramento Says Take Inventory of Your Assets to Ensure Accurate Estate Planning

The first and easiest thing to do when starting to plan your estate is to take inventory of all of your assets. Step back and look at everything that you “own” in your life.

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03
Nov

Sacramento Asset Protection Lawyer Offers Gift Suggestion for Your Grandchildren

What if I told you the solution is to skip the malls when looking for a holiday gift for your grandkids? What if I told you that you should give them a family limited partnership instead?

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CLIENT Story

I totally see the difference between your service and your typical legal estate planning service. The experience you mentioned where you get this big document you don’t understand and a trust that never gets funded was EXACTLY our first experience. It cost a small fortune too. Really - it is the difference between providing a legal document and providing an estate planning service.
Susan

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