Sandoval Financial and Insurance Center

The California Probate Referees' Association offers resources and support for individuals navigating the probate process in California. With a network of over 120 referees across 58 counties, they provide professional appraisals and valuations that are accurate, impartial, and widely accepted by courts and the IRS. Probate Referees, appointed by the California State Controller, are highly trained professionals who are required to pass a rigorous state-administered test and participate in annual continuing education. Their expertise extends beyond probate matters, assisting trustees with non-probate trust valuations, thereby minimizing potential conflicts of interest and liability for errors. Generated from the website

Legacy Estate Services is a financial advisory firm based in Rancho Cucamonga, CA, dedicated to helping clients design customized financial strategies that provide confidence, clarity, and protection for their future. With a team of experienced professionals, including founder Mark Sharifi, Legacy Estate Services empowers clients to navigate the complexities of the financial world and make informed decisions to meet their retirement goals. With a focus on quality, value, and client involvement, Legacy Estate Services believes in providing straightforward, honest answers to clients' questions and offering comprehensive explanations of recommendations, risks, and costs. Through a partnership approach, clients gain a deeper sense of involvement with their money, leading to increased confidence in their financial future.Generated from the website

DPFG is a leading real estate consulting firm specializing in public finance and the financial impacts of development. With over 30 years of experience, their team of consultants has successfully designed and implemented innovative financing programs across the United States, focusing on key market areas in California, Texas, and Florida. From pre-entitlement planning to project buildout, DPFG offers comprehensive consulting services tailored to local and regional market opportunities. Their expertise in mitigating risk, reducing costs, and increasing cash flow and profitability ensures successful partnerships with local governments and financing teams, ultimately building a better future for their clients.Generated from the website