Resources

Trust, Estate & Probate Information

Trusts and Estate Planning F.A.Q.

Frequently asked questions (and answers!) about trusts, probate, estate planning, and more. Go

Estate Law Glossary

Learn the meanings of legal terms you will frequently encounter regarding estate planning, probate, and retirement planning. Go

Brochures

Pet Trust Brochure

Videos

How to Avoid Probate

Avoid the expensive and time consuming hassle of probate through proper estate planning and the use of living trusts. Protect your assets and preserve your legacy by getting your plan in place today.

IRA Trust video

Learn how an IRA Trust can protect the retirement money you pass on to your children from creditors, the IRS, and even their own spendthrift habits.

Alzheimer’s Facts and Figures Video

2016 Alazheimers Disease Facts and Figures — includes a Special Report on the Personal Financial Impact of Alzheimer’s on Families. More than 5 million Americans are living with Alzheimer’s disease.

Attend a Free Estate Planning Workshop

Want to learn more about trusts, estate planning and how to protect your assets? Attend one of our free upcoming Estate Planning Workshops in Grass Valley.

You Are Cordially Invited to Our Next Workshop

Tuesday, August 22, 2017
11:00am - Noon or 6:00 - 7:00pm


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Grass Valley Courtyard Suites
217 North Auburn Street
Grass Valley, CA 95945

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