Taking a home inventory means that you are documenting the valuables in your residence, usually by taking photos of them and saving any receipts that prove how much you spent on them. The goal is to make sure that you receive the maximum payout from your homeowners’ insurance policy if a fire, lightning strike, […]
Estate Planning
Resolve to Finally Plan Your Estate in 2026
As the new year starts to come into focus, people will invariably start to make resolutions. With this in mind, we encourage you to make 2026 the year you finally end the procrastination and plan your estate. When you understand the facts, you will see that it is easier than you think. Asset Transfers The […]
Estate Planning for Chosen Families: Protecting the People Who Matter Most
Estate planning is about making sure the people you care about are protected. For many, those people may not fit traditional definitions of family. Whether you’re part of the LGBTQ+ community, have close friends who function as family, or care for loved ones outside of legal or biological ties, your estate plan should reflect your […]
How Much Is the 2026 Estate Tax Exclusion?
When a new year arrives, the government will update some significant monetary thresholds, and some of them impact estate planning and elder law matters. One of them is the amount that can be transferred before your estate is taxed. With this in mind, the 2026 estate tax exclusion has been announced by the Internal Revenue […]
Planning With Purpose: How Can Your Estate Plan Reflect Your Values
Estate planning is often viewed as a financial task comprised of organizing assets, minimizing taxes, and preparing for the future. But for many people in Petaluma and throughout Sonoma County, it’s also a deeply personal process. Your estate plan can be more than a legal document. It can be a reflection of your values, your […]
Charitable Estate Planning: Leave a Lasting Legacy
Estate planning gives you the opportunity to transfer property to heirs while supporting causes that matter to you. Charitable estate planning combines philanthropy with financial strategizing. By including charitable gifts in your plan, you reduce taxes and create a legacy that reflects your values. Options for Charitable Giving Charitable planning can be as simple as […]
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