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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...
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!