July 3, 2018
Health care directives allow Californians to decide who will make decisions for them if they cannot do so themselves. These legal documents designate the people who […]
October 9, 2018
When working on your estate plan, you may hear the terms “power of attorney” and “health care directive”. These two terms mean slightly different things, and […]
July 9, 2020
Our founder, Angela Klenk appeared on Jackie Balestra’s “The South Bay Show”. Angela discusses how COVID 19 has changed the way many clients think about estate […]
November 28, 2023
1. Ensure your assets are properly titled in the name of your trust and that your beneficiary designations are consistent with your estate plan. Proper titling […]