Focused And Personalized Attention
Concerning Your Estate Planning Needs

Sacramento Estate Planning Blog

Trust beneficiaries in California have many rights

As the beneficiary of a trust in Sacramento, you might feel that the trustee is taking advantage of you or over-managing your trust. Sometimes, trustees that want to manage funds ethically and responsibly may infringe upon the rights of a beneficiary. Most of the...

read more

Tips for estate planning for new parents

Couples expecting a baby often think a lot about what they can do to improve their child's future. Things like establishing a college fund might come to mind. But, there’s another critical bit of planning that you need to do.  Now is the time to get your estate plan...

read more

Archives

Let’s Do This Together.