1
Get started today
Please call or fill out the form below to arrange an evaluation of your situation and determine the best solution for your and your family.
Free 15-Minute Consultation
An estate plan is the best gift you can give your family. The idea of eating turkey with a side dish of death isn't for everyone. But estate planning law expert, Dennis M. Sandoval experts, and many other end-of-life experts say the holidays are an ideal time to have...
A living trust, set up during your lifetime, is designed to allow for easy transfer of your assets. A trustee holds legal possession of the assets and property in your trust and has a fiduciary duty to manage the trust prudently for the trust’s beneficiaries. Most...
But whichever kind you choose, you'll have to select a trustee to oversee your and your loved ones' assets. Understandably, this important decision may give you pause. You need someone who will act in your heirs’ best interests. Many people start by considering a...
What do you do when you or a loved one can't get through a day without help? It's a problem most families face sooner or later, and it's a thorny one. When it comes to choosing a caregiver, there are many factors to consider. One option is to have an adult child move...
When beginning your estate plan, your first task will be to inventory what you own. You may be surprised by all the tangible and intangible assets you have. Estimate some values but obtain an appraisal on your home and statements from financial accounts. You will then...
Recorded: Wednesday, July 20, 2022 Hosts/Presenters: Dennis M. Sandoval, Managing Partner of Sandoval Legacy Group It is estimated that more than half of all Americans have experienced a blended family at some point in their lives. Blended families are families in...
Recorded: Wednesday, May 11, 2022 Hosts/Presenters: Dennis M. Sandoval, Managing Partner of Sandoval Legacy Group What Is Covered: Major changes are coming for Non-MAGI Medi-Cal Eligibility. These changes will dramatically affect Long Term Care Medi-Cal planning and...
Date Recorded: April 7, 2022 Hosts/Presenters: Dennis M. Sandoval, Managing Partner, Sandoval Legacy Group Cheryl Severson, Chief Customer Officer/Head of HR, TEAM Risk Management Strategies, LLC What Is Covered: Speaker/Host: Dennis M. Sandoval, Managing Partner of...
Date Recorded: March 10, 2022 Hosts/Presenters: Dennis M. Sandoval, Managing Partner of Sandoval Legacy Group What Is Covered: Speaker/Host: Dennis M. Sandoval, Managing Partner of Sandoval Legacy Group WHAT YOU WILL LEARN from this webinar: Learn how to “Protect Your...
Recorded: Thursday, January 20, 2022 Hosts/Presenters: Dennis M. Sandoval, Managing Partner of Sandoval Legacy Group Carolyn Michaelis, Professional Geriatric Care Manager What Is Covered: Caring for an aging parent or family member can be challenging and stressful....
Get in touch with us
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nulla viverra nibh sed dui ullamcorper,
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur ex elit, pharetra ac enim id.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur ex elit, pharetra ac enim id.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur ex elit, pharetra ac enim id.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur ex elit, pharetra ac enim id.