

The High Cost of Not Having an Estate Plan
When it comes to planning for the future, many people tend to overlook one of the most important aspects of their financial and personal...
Mar 4, 2025


Take Charge of Your Estate Plan, So You Can Enjoy the Little Moments!
As we step into 2025, it’s the perfect time to reflect on the year ahead and set meaningful goals. While New Year's resolutions often...
Jan 7, 2025


Preparing for 2025: Steps to Secure Your Legacy
As 2024 comes to a close and we look ahead to 2025, it's the perfect moment to pause and think about your legacy. Estate planning is...
Dec 17, 2024


Conversations Around Inheritance: Why it Matters
Having open and honest conversations about inheritance and financial expectations can be one of the most important steps to ensure that your
Nov 11, 2024


Side by Side: Navigating Joint Tenancy vs. Tenancy in Common
When it comes to owning real estate in California, there are two common ways that individuals can hold title to a property: Joint Tenancy an
Oct 18, 2024
