Santa Rosa Office

2625 Piner Road

Santa Rosa, CA 95401-4036

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Have A Question About This Topic?

Thank you! Oops!

Related Content

How to Get Your Finances Ready for Retirement

How to Get Your Finances Ready for Retirement

Everyone has a vision of their retirement in their heads.

What Is My Current Cash Flow?

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.