Estate Planning

The risk of using a deed as part of an estate plan

Estate planning is a way for people to protect themselves and their loved ones. The process often focuses on choosing beneficiaries to inherit specific assets. For many California residents, the home where they live may be the most valuable property they own, which...

Have you chosen a successor for your business?

For many providers, their dental practice is more than just a job; it's a culmination of years of training, dedication and the establishment of a trusted relationship with their patients. But as all things do, medical practices eventually face transitions. This...

What steps can I take to protect my estate?

Protecting your estate involves a comprehensive approach to better ensure that your assets are managed and distributed according to your wishes, medical decisions are made in accordance with your preferences and your finances are handled efficiently. The only way to...

What is a power of attorney in estate planning?

Estate planning is critical for all adults, but you may not realize that this goes far beyond just saying who gets what assets when you die. A major component of estate planning is giving a trusted individual the legal ability to make decisions for you if there comes...

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