I have practiced law for over 15 years, first working at a medium-sized firm in San Francisco handling civil litigation, and then moving into estate planning, small business and contract law since 2010. I value people, the planet, and prosperity that does not adversely affect the former.


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Estate Planning

Estate Taxes





5 Ways DIY Estate Plans Can Fail & Leave Your Family at Risk

Do a Google search for “digital wills” or “online estate planning,” and you’ll find dozens of different websites offering low-cost, do-it-yourself (DIY) and sometimes even free estate planning documents, such as wills, trusts, powers of attorney, and healthcare directives.

DIY estate planning documents is one of the most dangerous choices you can make. Here’s why:

January 25, 2024

Estate Planning, Estate Taxes, Legacy, Retirement, Tips, Wills

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