10 Reasons To Have Your Estate Plan Reviewed 1. Marriage 2. Divorce 3. Birth of Children 4. New House 5. New Job 6. Retirement 7. Death...

What should customers know about our pricing? The short answer is: it depends. The goal of any will, trust or estate plan is to make it...

If creating a Family Estate Plan is on your 2019 Resolution list, we would be honored to help you accomplish that resolution. We make it...

Did you know that your loved ones may not be able to legally access your digital photos, posts or memories when you pass away? Regardless...

My daughter, my wife and I spent a few days at freshman college orientation. Although it still feels impossible that she will be leaving...

My wife is a substitute teacher and just finished teaching a few weeks of summer school in Rocklin. She enjoyed her time in the...

Summer Break is upon us. Gone are the days of early mornings lunch packing and late night homework. The sun no longer sets before we...

Recently, we have seen an influx of calls from families requesting a review of their aged and outdated documents or documents that they...

Our daughter was just accepted to the college of her dreams! She is thrilled and can't stop talking about all the new things she will...

I just came across a great article that I want to share with you all. The article breaks down the reasons why it pays to work with an...

Be prepared for the "ifs" in life by making sure you have the proper emergency documents in place. A Durable Power of Attorney allows the...

It’s February and love is in the air. Well maybe not in the air but certainly on every store shelf and on every media outlet. If you...

Let's be honest, most of us don't feel like we have an "estate" to plan. We don't have big houses on property, large investment...

There are those of you out there that already have an estate plan in place. You laid out a meticulously detailed plan of your wishes,...

Welcome to 2018! There is something wonderful about a fresh start. The year ahead is filled with possibilities and promise. I opened a...