Moving to a smaller home means saying goodbye to many of the belongings you've... [Read more...]
Executor vs. Trustee: Who Handles What in Your Estate Plan?
When you create an estate plan, you must decide who will carry out your instructions.... [Read more...]
Are Holographic Wills Legal in California?
Some people wonder whether a handwritten will can be valid in California, and the short... [Read more...]
Holistic Estate Planning: Don’t Overlook These Details
Holistic estate planning involves more than signing a will or creating a trust. A truly... [Read more...]
Solo Aging for Older Adults
Aging solo is not as unusual as it may seem. Consider that an estimated... [Read more...]
Business Succession Planning: Take Control of the Future
If you’ve built a successful business in Sonoma County, you already understand how important it... [Read more...]
When Is a Federal Estate Tax Return Due?
Some people just assume that the federal estate tax applies to every estate. As a... [Read more...]
Philanthropy Begins in Your Backyard
How do you get started in the world of philanthropy? An annual gift during... [Read more...]
What To Look for in a Residential Care Facility
Residential care facilities provide out-of-home care for people who are no longer able to... [Read more...]
Streamlining Your Life and Living Space
It can be a welcome relief to downsize a home and simplify life for retirement.... [Read more...]
The Elderly, Driving and the Law
Elderly drivers can be affected by poor eyesight, chronic disease, and medication that might... [Read more...]
Is It Time for an Estate Plan Review?
When was the last time you looked over your estate plan? Many people sign their... [Read more...]
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