Circumstances often dictate the best course of action when estate planning, says Bill Lemann of Fullerton, Lemann, Schaefer & Dominick, LLP, an Inland Empire law firm. When advising client Rohn Rookstool, Lemann recommended setting up a testamentary trust that...
Jack Fitzsimmons and Walter Gendell have long championed causes and organizations they believe in but felt their efforts were a bit scattershot. When the Sonoma County couple retired from corporate careers and moved to Palm Springs, they decided a more disciplined...
