

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


Top 5 Estate Planning Mistakes to Avoid in 2024
The top five estate planning mistakes to avoid in 2024.
Sep 26, 2024


Navigating the Latest Updates in Estate Planning
Recent developments in estate planning and how they might affect your strategies moving forward.
Jun 10, 2024