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Why a Carefully Crafted Power Of Attorney is Crucial

While a power of attorney can be useful, you should be exceptionally careful and diligent in giving another person authority to act on your behalf. Giving power of attorney to a person you trust allows the person to engage in actions and complete transactions for you. Your agent may do whatever you authorize through your power of attorney document, including your banking transactions.


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What Type of Trust is Best for You?

Marital or "A" Trust Designed to provide benefits to a surviving spouse; generally included in the taxable state of the surviving spouse. Bypass or "B" Trust Also known as credit shelter trust, establ

I am not a lawyer and cannot give legal advice.

I can provide document preparation services at the client's direction.

Sacramento County Registration Number: 2019-04, 

Expiration: 02/14/2021.

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