We’ve moved offices. Our new location is at 2270 Douglas Boulevard Suite 116, Roseville, CA
Integrity. Experience. Perseverance.
A power of attorney grants a person significant financial or healthcare decision-making authority over someone else. The power of attorney allows one party to act on behalf of another party, who is referred to as the principal. A principal can typically revoke POA...
When someone creates a trust, they may devote a significant amount of time to the selection of their trustee. They need to choose someone who is responsible and trustworthy, as well as someone who is capable of fulfilling their responsibilities for many years or until...
When a California resident passes away, their estate usually goes through a process called probate. During probate, the decedent’s will is validated, the estate’s bills are paid and is assets are distributed to the beneficiaries named in the will. These important...
Once you assume the role of trustee, you have a lot of obligations to fulfill. You must adhere to the rules set in the trust documents, as well as all relevant state laws. You will also need to manage estate assets and handle claims or requests from the beneficiaries....
The concept of estate planning involves far more than just you writing a will. You will want to account for every one of your assets and wishes to ensure the execution of a set plan after your death, and you will want the help of a Roseville estate planning...
Selecting someone for your power of attorney is a critical decision to make, and you must get it right. Here are some qualities that the person should have to be your POA, and you can discuss these with an estate attorney in Roseville, CA. When you are giving...
What is a Trust? A trust is a legal entity that is established under the applicable state law to maintain and preserve property or assets for the sole benefit of beneficiaries designated in the trust. You do not have to be a wealthy person to have or need a trust....