


Choosing Between Wills vs. Trusts: Which Is Right for Your Estate Plan?
Unsure whether a Will, Trust, or a combination is best for your estate? Let me help break down the pros and cons of each option for Californians looking to streamline asset protection and avoid probate.

The Future of Probate Filings in California: Key Projections and Trends
California is on track to see a significant increase in probate filings over the next decade. This trend, influenced by demographic shifts, economic factors, and evolving family dynamics, underscores the importance of understanding the implications of the California probate process and the necessity of effective estate planning.

Beware the New Face of Scams
The number of calls we have received over the last six months has definitely clicked higher. The children of aging parents contact us looking desperately for any help after their mother/father has been taken and in some instances for some serious money. In light of...