Peace of Mind Even in Troubled Times
COVID-19 exacerbates worries and fears for everyone. What steps can you take to stay safe from a financial and legal perspective? Now is the right time to improve your business and estate planning with practical financial steps and legal documents to protect your assets now and in the future. The solutions may vary by circumstance, but the practical tips below will provide you with concrete ideas you can use right away.
Check out our recent update, FACTS over FEAR - Financial, Legal and Real Estate Updates, hosted by The Sonoma Brain Trust. For related discussions of other finance, real estate, and legal issues on YouTube click here.
Resourceful, ethical, and determined to succeed―we are the trusted advisors to adeptly navigate your legal needs. Our team offer fresh perspectives steeped in a long-standing tradition of legal know-how. We tackle tough legal issues from estate planning and property matters to business problems to help companies, entrepreneurs, family-owned businesses, and individuals move forward.
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R. A. Poppe (1893-1923)
A.R. Grinstead (1914-1966)
Robert D. Parmelee (1956-1981 Retired)
Serving the Community
We strive to be a contributing part of our local community and to causes like the Professional Advisory Group of Community Foundation Sonoma County, Sonoma Valley Fund, FISH, Vintage House Senior Center, Library Commission, Cultural and Fine Arts Commission, Sonoma Valley Visitors Bureau, Senior Advocacy Services, and Sonoma Land Trust. We also try to contribute internationally by raising money to help combat human rights violations against children.,
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