Clients often want the simplest estate planning solution possible. However, the simplest solution is doing... [Read more...]
Retirement is Complicated
Many factors go into retirement decisions. This article by my friend and colleague Steve Hartnett,... [Read more...]
Sacramento Living Trust Attorneys Explain the Basics
For most clients, creating a living trust is a way to avoid the time and... [Read more...]
Estate Planning: Simple is not Always Better
Clients often want the simplest estate planning solution possible. While keeping it simple is an... [Read more...]
What Do You Know about the Medi-Cal Process?
Because you are in good health right now does not mean you will never need... [Read more...]
Three Big Mistakes to Avoid in Your Long Term Care Planning
In this issue, we are offering friendly reminders on how to avoid common planning problems. ... [Read more...]
Three Big Mistakes to Avoid with Your Estate Plan
Every year we assist hundreds of new clients in creating their estate plans. For most,... [Read more...]
Avoiding Mistakes in Applying for Veterans Aid and Attendance Benefits
Wartime veterans who have 90 days of active duty, one day of which began or... [Read more...]
Age-Related Retirement Milestones
Retirement takes planning. This article by my friend and colleague Steve Hartnett, Director of Education... [Read more...]
Estate Planning Attorney Explains the Need for Trusts
Estate planning attorneys will most likely agree that trusts are one of the most valuable... [Read more...]
What Can Your Estate Planning Attorney Do For You?
It is important for Sacramento residents to recognize the value of obtaining the advice of... [Read more...]
Retirement Planning Tips
Retirement is meant to be relaxing, but the thought of retirement for some may instead... [Read more...]
