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Jun 19, 2020
2 min

The California Department of Public Health has put out the following guidance per Governor Newsom’s

On June 18, 2020, Gavin Newsom and the California Department of Public Health provided the following Guidance for all Californians. Below...

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Kevin Cleveland

Dec 28, 2018
4 min

Estate Planning for Special Needs

A sound, up-to-date estate plan is important for virtually every adult, but it is absolutely essential if you have loved ones with specia...

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23-Year Old Beneficiary Designation Defeats Recent Will

Kevin Cleveland

Jul 13, 2018
2 min

23-Year Old Beneficiary Designation Defeats Recent Will

Your ex-wife or ex-husband can inherit your life insurance proceeds if you fail to update your beneficiary designation prior to death – e...

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The Tax Cuts and Jobs Act and Your Business

Kevin Cleveland

Jan 26, 2018
2 min

The Tax Cuts and Jobs Act and Your Business

If you’re like me, you spent the last month scouring the Internet for information on the Tax Cuts and Jobs Act, but only as it is relevan...

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Kevin Cleveland

Nov 3, 2017
2 min

Estate Planning for Blended Families

As we head into the busy holiday season when we focus on our families and loved ones, take a step back to consider this: do you have ever...

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Kevin Cleveland

Jun 17, 2016
3 min

No Day But Today

By: S. Susan King “I don’t need estate planning because I don’t have a lot of assets.” “I’ve been meaning to make an estate plan but jus...

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Kevin Cleveland and Hannah Moon

6 days ago
3 min

New Year, New Employee Handbook Updates

Though the past year was full of “unprecedented times,” at least something was reliable – new laws pertaining to employers! This article w...

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Benjamin Cadranel

Oct 14, 2020
2 min

Senate Bill 1079 Fundamentally Alters the Foreclosure Trustee Sale Process in California

Senate Bill 1079 was introduced into law by Governor Newsom on September 28, 2020. The law fundamentally changes the foreclosure sales pr...

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