Trust, Estate & Probate Information
Frequently asked questions (and answers!) about trusts, probate, estate planning, and more. Go
Learn the meanings of legal terms you will frequently encounter regarding estate planning, probate, and retirement planning. Go
Pet Trust Brochure
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 WorkshopTuesday, December 10, 2019
11:00am - Noon or 6:00 - 7:00pm
Grass Valley Courtyard Suites
217 North Auburn Street
Grass Valley, CA 95945
Click Below to Reserve Your Seat. Space is Limited.