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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Cyber Safety for Seniors and Me Too
Who are we kidding, cyber safety and online security is something we could ALL improve. And it takes a village! With the scams out there these days, how can you protect yourself and your loved ones? This post is meant to get us all working together in the spirit of combining our efforts to make sure we […]
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Scams & Frauds – Get Smart
Why bring this up as we head toward the start of the holiday season? Because THIS is a time of year when we are most likely to see important friends and family. Having these blog posts handy, printing them out and leaving them with a parent or friend could make all the difference! Discuss now, read later, share with others… whatever you […]
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Tis the Season for Scammers
The National Council on Aging – NCOA, has some wonderful resources for all of us, especially those of us with aging parents. The number of scams, financial ones in particular, that target the eldest among us with the most to lose, is staggering. Did you know that financial scams directed older adults are so prevalent […]
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Why are Seniors Targeted?
According to the FBI there are very specific reasons why seniors in particular are targeted by scammers. Very often our older citizens are most likely to have a retirement account, rainy day fund or financial nest egg. They are more likely to own their home and have a good amount of equity in it. As a rule […]
