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Practice Areas
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Estate Planning Basics
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Latest Articles

How to Spot When Your Client Needs an Estate Plan
by smbteam
January 19, 2026
Advisors Are Key Partners in Estate Planning As a financial… Read more: How to Spot When Your Client Needs an Estate Plan
Estate Planning Made Simple: Start Today for Peace of Mind
by smbteam
January 14, 2026
Peace of Mind Starts with a Plan Estate planning isn’t… Read more: Estate Planning Made Simple: Start Today for Peace of Mind
Updating Your Estate Plan: Why It Matters in 2026
by smbteam
January 8, 2026
Estate Planning Is Not “Set It and Forget It” Creating… Read more: Updating Your Estate Plan: Why It Matters in 2026
California Trust Administration Timeline: Step-by-Step Guide
by smbteam
December 1, 2025
Losing a loved one is one of life’s most difficult… Read more: California Trust Administration Timeline: Step-by-Step Guide

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Napa Location

1455 1st St.
Suite #216
Napa, CA 94559

 Phone: (707)754-0977
Text: (707)492-3112
Fax: (707)492-3778

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San Diego CA 92108

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