In light of the current situation, we are offering the opportunity to join in virtually rather than in-person for our 2021 seminars. Please click here to view our upcoming seminars or call 661.945.5868 to find out more information.

Serving all of california
Request Your Consultation | Habla Español 661.426.2499
Menu
Featured Article
The Probate Process and How You Can Avoid It
The Probate Process and How You Can Avoid It

Unfortunately, when people think about estate planning, they often think first or only of a Will. Even in mainstream media, they most often talk about a Will, that so and so is being “cut out of the Will”, or some well-known celebrity’s Will is being contested or fought over ...

Read More
Recent Posts
  • The Probate Process and How You Can Avoid It

    Unfortunately, when people think about estate planning, they often think first or only of a Will. Even in mainstream media, they most often talk about a Will, that so and so is being “cut out of the ...

    Read More
  • What Efficient Trust Administration Looks Like

    Being designated to manage or administer the assets of a trust or succeeding a trust can be a heavy burden to bear. Below, we offer guidance as to what responsibilities a trust administrator holds, as ...

    Read More
  • Your All-Inclusive Estate Planning Guide

    Planning your estate is one of the biggest steps you can take to safeguard the future of your loved ones. Even though a last will and testament can succeed in transferring assets to heirs and ...

    Read More
  • Do You Know the Duties and Responsibilities of a Trustee?

    The Trustee acts as the legal owner of trust assets, and is responsible for handling any of the assets held in trust, tax filings for the trust, and distributing the assets according to the terms of ...

    Read More
  • Having the Difficult, But Necessary Conversations

    With the coming of the Fall season, we are also about to head into a time of year filled with a number of holidays where we might be around and with family. This is always time of year that I advise ...

    Read More
  • Guess What Might Be Back?!

    The government may be trying to get their hands into your and your loved ones’ pockets again – – and in a VERY BIG way! I am not going to predict which political party will win the November election ...

    Read More