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Upcoming Events

Fresh Starts & Secure Futures: A Spring Guide to Estate Planning | Friday, April 18th, 2025 at 1 p.m.

As tax season wraps up, it’s the perfect time to focus on securing your family’s future through estate planning.

  • Identify the Essential Documents for Your Estate Plan
  • Select the Right People to Manage Your Estate and Health Decisions
  • Weigh the Costs: Probate vs. Planning Ahead
  • Discover Our Seamless Process and Team Approach

Location: Dougherty Station Library
17017 Bollinger Canyon Rd, San Ramon, CA 94582

Past Events

In-House Seminar: Navigating the Estate Planning Maze - Finding Your Path | November 7, 2024 at 5:30 p.m.

Helping you navigate the various twists, turns, and options in building your ideal estate plan. This seminar will cover:

  • The Essential Documents in an Estate Plan
  • Choosing the Right People to Manage Your Estate and Health When You Cannot
  • Weighing the Cost of Probate vs. Estate Planning Now
  • Our Process and Team Approach to Make It All Seamless

Open House | October 1, 2024 from 4–6 p.m.

Pop into our open house:

  • Check Out Our New Suite
  • Chat with Our Team
  • Enjoy a Free Gift

Webinar: Planning for Their Future 

A fresh look at Special Needs Planning covering:

  • Special Needs Trusts
  • Public Benefits
  • ABLE Accounts
  • Secure Act 2.0 and Special Needs Planning with Retirement Assets

Webinar: Rethinking Your Estate Plan – New Strategies for New Laws

This webinar will cover:

  • Analyzing Options Under the SECURE Act
  • Should We Treat All Classes of Assets Equally in Our Estate Plan?
  • When to Consider Using a Charitable Remainder Trust for Your Retirement Assets
  • What to Do with Your Home Under Prop 19?

Webinar: Scams – No Joke!

This webinar will cover:

  • Common Scams Facing Our Elders
  • Action Plan for Protection: What to Look For
    • Unusual Expenditures/Frequent Odd Transactions
    • Isolation
  • When to Hire a Professional Advisor vs. Family Member
  • How Can a Trust Protect Families from Scammers?

Webinar: The Duties of a Trustee

This webinar will cover:

  • A Living Trust
  • Trust Administration
  • Your Successor Trustee Duties & Powers
  • Traps and Pitfalls: What Can Go Wrong?
  • Details About Our NEW Successor Trustee Manual - Coming Soon!
  • Questions & Answers

Webinar: Special Needs Trust Webinar

This webinar will cover:

  • What to Consider When Reviewing My Current Trust and Making a Life Plan for My Child?
  • Choosing the Right Trustee for My Situation
  • Ensuring an Inheritance Is Put into the Right Trust for My Child
  • The Basic Rules for ABLE Accounts
  • Understanding the Eligibility Rules for SSI
  • Understanding Medi-Cal
  • Questions and Answers

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