Santa Rosa Office
884 Third Street
Suite A 
Santa Rosa, California 95404
(707) 284-2975


Rohnert Park Office
6020 Commerce Boulevard
Suite 127
Rohnert Park, California 94928
(707) 584-6690

 

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Share |
 

Related Content

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.