What Clients Have to Say
“There were so many different ways to accomplish my objectives, and Diane was able to translate that into the legal language that would stand up in court.”
– Linda Stabler, Los Gatos
Why Clients Choose Us
Generally clients come to see us for... Information, planning, or help navigating a crisis.
An Overview of Services-
Difference Between Living Trusts & Wills
What's the difference? One little word… Probate! In general, administration of a living trust is less expensive, takes less time, and is more private than probate. Trust administration is much less costly. >> Read More -
Incapacity & Conservatorship
A conservator is an agent appointed by the court to oversee your finances or make personal decisions on your behalf. Conservatorship differs from Power of Attorney in that it requires...
>> Read More -
Probate vs Trust Administration
There are key distinctions between a will, which requires a process called probate, and a trust. It is my job to help you determine the optimal solution and a review of some of the basics will help.
>> Read More
Recent Posts
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How to Make a Strong Password Today
We discussed much of this in depth earlier in the year and encourage you to catch up on previous password-related posts. If you have the time, we encourage you to read, bookmark or share on social media the posts we’ve written about Scams, Fraud, and more. These are important topics – for us and the […]
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Password Guidelines Changed – What to Do Now?
In the last post we looked at the startling news from August 2017, that had us all scratching our heads on the topic of “strong passwords.” Seems like everything we had been taught to do was now deemed wrong! If you missed that post, I suggest reading that first. Miss that UPDATE Part 1? CLICK […]
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2017 Updates to Best Practices for Online Passwords
Wouldn’t you know! We were going full tilt boogie here with our recent blog series on Passwords, when all of a sudden – Breaking News! New info shook the very foundation of EVERYTHING we had been taught about creating a strong, safe password! Let’s get you caught up to speed. Back in 2003, Bill Burr […]
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Tips to Keep Seniors Safe from Financial Abuse
In July’s post about Elder Care – Signs of Financial Abuse, we reviewed the Red Flags that signal an increased vulnerability to financial abuse. This month, we focus on what you can do and look at ways you can be pro-active and take preventative, protective actions to keep the elderly safe – financially speaking. We […]
