916-484-7084
916-484-7084
You know that one day you'll retire and leave that medical practice you started in Northern California. You'll have more time for fishing. Or traveling. Or playing with the grandkids. It's great that you're thinking about a fun future. But have you thought about your...
We love our furry friends more than anything in the world, and as we grow older, they can become our primary companions in life. For this reason, many older California residents begin to worry about what will happen to their pets after they're gone, so they include...
You've been hard at work on your business for years, with your nose buried in spreadsheets and inventory and hiring. Then, one day, you get a call that could change your life. Someone wants to buy your business.Dollar signs and thoughts of enjoying your retirement on...
There are many reasons to set up an estate plan. It can help you reduce the tax burden of the estate, it can give you more say in how your money is used and it can help you leave specific assets to specific people -- just to name a few benefits.However, two of the...
Have you looked at the true value of your assets recently? If your business has been growing or if your land has increased in value, the figures might surprise you.In most cases, growth is a cause for celebration. However, if your estate plan uses outdated figures,...
