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Honoring Legacy This Memorial Day: A Time to Remember, Reflect, and Prepare

As we approach Memorial Day weekend, we pause to honor...

Planning Forward: Smart Estate Planning Tips for Seniors in California

Aging isn’t just about slowing down—it’s about leveling up with...

The Legacy of Love: Honoring Mothers Through Estate Planning

Mother’s Day is more than a holiday—it’s a heartfelt tribute...

The Hidden Danger: What Happens When You Don’t Fund Your Trust in California

Creating a trust is a smart step in planning for...

How to Care for Your Elderly Parents: Practical Tips and Planning Ahead

Caring for elderly parents is one of the most meaningful—and...

Why 2025 Is the Year to Tackle Your Estate Plan Finally

There’s something powerful about the start of a new year....

Retired Without an Estate Plan? It’s Not Too Late to Protect Your Assets

You’ve worked hard your entire life—built a career, raised a...

Why Estate Planning Matters for Singles

Protect What You Love, Control What Happens Next When people...

Protecting Our Loved Ones: Understanding and Preventing Elder Abuse

As our loved ones age, they may become more vulnerable...

Why Trusts End Up in Court (And How to Avoid It)

Trusts are powerful estate planning tools designed to help avoid...

Testimonials

Dana is very professional and knowledgeable in dealing with probate-related matters. I would recommend her to anyone whose loved ones just passed away and need help with property/estate transfer issues.

Yong Liang

I cannot say enough good things about Dana. My sister passed rather unexpectedly and her estate was thrown together hastily. Dana took her time in reviewing the trust documents and gave me her expert advise in deciphering if the trust was valid or not. She was very kind and extremely helpful.
If I could give her more than 5 stars I would!
I highly recommend giving her a call!

L.P.