Estate Planning
If you have a kid headed off to college this year, they're going to be more independent than they’ve ever been before and are legally adults. But they’re still your child and you want to be rest assured that if they need anything, you can be there for them.
And while beneficiaries can be family, they do not necessarily have to be related to them. Beneficiaries in a California estate plan can be friends, charity organizations or other entities that can be specified in a will.
Ultimately, it may be important to name an executor/successor trustee as your trusted contact on all your digital media accounts.
We can meet at your home, your office, our offices, virtually or anywhere private that is convenient for you.
