2890 N. Main Street, Suite 206 • Walnut Creek, CA 94597

Welcome to Our Newsletter

As part of our library of free educational estate planning content, we are pleased to share with you exclusive contributions from our in-house experts and colleagues. Our newsletters contain insightful news pieces, and keep you informed of all our upcoming events and activities, so you never miss out.

Winter 2018 Newsletter

“Fire! Are You Prepared”
By Ora Citron

In 2017 over 245,000 acres were burned costing at least $9.4 billion in insured damages. This can happen to anyone at any time, and unfortunately, the least costly homeowner’s insurance solution might be the start of your nightmare if the unthinkable happens.

“Special Roles in Special Needs Trusts”
Special Needs Trusts are different from estate planning trusts in many ways, namely with the number and variety of participants whose assistance is needed. Learn why the careful selection of each participant is vital to accomplishing the grantor’s goals over the entire life of the beneficiary of a Special Needs Trust.

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2890 N. Main Street, Suite 206
Walnut Creek, CA 94597


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