Video Library

May 27, 2021

LONG TERM CARE ESTATE PLANNING TIPS

May 20, 2021

LEAVING SURPRISES FOR YOUR BENEFICIARIES

May 13, 2021

DON’T FORGET ABOUT THE IRS WHEN ESTATE PLANNING

May 6, 2021

IGNORING BENEFICIARIES

April 28, 2021

PUTTING YOUR PETS IN YOUR WILL

April 21, 2021

DEPOSE EVERYTHING IN YOUR WILL

Satisfied Client Stories

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We had a great experience. Jennifer and staff were very helpful and knowledgeable. It made our process extremely smooth and stress free.

Gayla T. | Sacramento, CA
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Very pleased with the timely fashion adding our new home to our trust. We tried doing it ourselves but it ended up being a hair pulling situation.

JoAnn S. | Roseville, CA
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Excellent knowledge and handled my issues superbly.

Rick R. | Fairfield, CA
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Very good service, I am happy with my decision, the service Bryan Walters provided was great, friendly and easy to understand. The whole process went very well and fitted with my schedule.

Trang T. | Roseville, CA
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I Highly recommend this firm.

Russell O. | Rocklin, CA
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Professional, detailed, helpful, patient and flexible.

Kerry L. | Granite Bay, CA

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