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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Identity Theft – Why Passwords Matter – Part 2
Last month, in Part 1 of Identity Theft and Why Passwords Matter, we took a harsh look at the importance of a strong password. We learned about the vulnerability associated with connected online accounts and a common practice known as “Daisy Chaining.” We also discussed the REAL story and identity risks behind all those fun, […]
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Identity Theft – Why Passwords Matter – Part 1
As part of our ongoing series on Scams Targeting Seniors and eSecurity in general, it followed that we should take a good look at passwords – why they matter, how to build a better one, and ways to keep them organized. Along the way we’ll even peer into… the FUTURE of Passwords! Okay, well the […]
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How to Protect Yourself – Identity Theft – Part 2
In How to Protect Yourself – Identity Theft – Part 1, we defined hacking, skimming and phishing and learned how they are used to gather personal information. We also provided a list of personal information you need to protect and not give out just because someone asks. If they call or email you and ask […]
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How to Protect Yourself – Identity Theft – Part 1
As we continue our series on Scams Targeting Seniors and eSecurity in general, a post about identity theft seemed smart. Protecting your identity and sensitive data is paramount. Consider David B. Dahlstrom, a Salt Lake City locksmith who lived a 17-year, identity theft nightmare. In his case, the ordeal ultimately landed the perpetrator in court, […]
