(916) 572-6048

Published January 31, 2013 my recent article discusses five big mistakes to avoid when creating and implementing your estate plan.

Time has a way of sneaking past us all. Taking time to make a plan and review it on a regular basis applies to estate planning as equally as it does to the rest of life. Clients need to be reminded of the importance of having a plan and making sure that the plan they have fits their life now, not the life they had 10 years ago.

Read the full article here.