SONOMA, CA — Sonoma Law Partners Haeuser, Valluzzo & Piasta PC (SLP) announced a major strategic expansion of its multidisciplinary advisory team. The firm has appointed elite banking professional Robin Gold as Client Relations Manager and hired seasoned financial specialist Brianda Mendoza. Together, their arrivals successfully bridge a critical market gap, uniting corporate business succession planning and personal estate planning with high-level financial acumen.

For decades, business owners and agricultural families have faced a fragmented advisory landscape. They have been forced to navigate commercial lenders, corporate lawyers, and estate planning attorneys in separate silos. By embedding 50 combined years of … Read More

As our world becomes increasingly digitized, when we die, we leave an expansive digital footprint.  For many, this footprint includes assets, intellectual property and other information such as copyrights, photos, pictures, messages, digital currenc(ies), passwords and more.  An ever increasing question is who has access to these things after we leave the planet.

In this situation as in many others, the law often lags behind the issues of the day.   This leaves individuals, including estate planners and professional fiduciaries with the question of how to counsel clients as to assets both now and in the future.  Presently, the California Probate … Read More