Notice: Due to COVID-19, we will be conducting all consultations either via video chat, phone, or email. Please don’t hesitate to call us if you have any questions!
Estate PlanninG
Schedule Appointment HABLAMOS ESPANOL 888.698.3951
Menu
Featured Article
Avoiding Financial Grief: How to Protect Your Significant Other from Frozen Accounts
Avoiding Financial Grief: How to Protect Your Significant Other from Frozen Accounts

The death of a loved one is one of the most difficult times in a person’s life. Nothing can truly prepare a person for such a loss. However, dealing with the financial stress of frozen bank accounts can exacerbate the stress. Without proper planning, your significant other ...

Read More
Recent Posts
  • Avoiding Financial Grief: How to Protect Your Significant Other from Frozen Accounts

    The death of a loved one is one of the most difficult times in a person’s life. Nothing can truly prepare a person for such a loss. However, dealing with the financial stress of frozen bank accounts ...

    Read More
  • Summer Vacation Plans? Precautions and Preparations to Consider

    After months of near confinement in our homes, many of us are stir-crazy and eager to travel to a vacation destination. Although more states are opening up, there are several precautions to consider ...

    Read More
  • Notice to California Voters

    Today marks 99 days until the General Election on November 3, 2020! All California voters will be sent a vote-by-mail ballot with prepaid postage for the General Election. To make sure you get your ...

    Read More
  • Beware COVID-19 Scams

    Have you gotten robocalls, text messages, or emails offering free face masks? Or maybe you've seen social media posts about free COVID-19 testing kits, "cures," or protective equipment? Unfortunately, ...

    Read More
  • Ivette Santaella Discusses Marketing with Passion

    Managing Attorney Ivette Santaella joined Lawyer Business Advantage to discuss how she utilizes her passion for law to power the success of her marketing and business development efforts. Click here ...

    Read More
  • Unique Planning Opportunity for Disabled or Chronically Ill Beneficiaries

    There is great news for clients with certain family members or other beneficiaries – this year brought with it a huge change in the law that benefits beneficiaries who are disabled or chronically ill. ...

    Read More