Focused And Personalized Attention
Concerning Your Estate Planning Needs

Month: October 2021

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...

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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...

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