We’re Focused on You
We have different options for each family.
Special Needs Trusts
Having a Great Plan is Important.
Are you looking for a reputable attorney to guide you through creating the plan your family needs? Choosing the right team to support your family can make a big difference for their long-term success.
Find out why our clients appreciate our easy yet comprehensive approach to protecting your family’s future.
Protect You in Every Stage of Life
Fred – Elk Grove
I followed up with him and created a new trust that I had for twenty years into a more simple format. He takes the time to fully explain how to prevent go to probate and making your assets manageable for your heirs. This process provides peace of mind.
Garrett – Sacramento
Sherry – Sacramento
Elizabeth – Roseville
Don’t Waste Your Time on Incomplete Documents
When it comes to evaluating a highly technical legal document like trusts, or wills, how do you know if you are getting a quality document? You could read it, but let’s face it – legal documents aren’t the easiest things to understand. It’s like going car shopping by looking at pictures of engines.
Designing an estate plan right is a process.
The process is like fitting clothes. We’re taking measurements, taking in style preferences, color choices. We’re making recommendations about options. We call it the “Vision Meeting”.
It is a relaxed conversation that will guide you through the decision making process.
And at the end of the process, you’ll have various documents in your plan that have been DESIGNED around your family, and your goals, so they can reach their destination.
Start that conversation by scheduling your complimentary Vision Meeting.