What is the Probate Process in California?
Simple Probate or Full Probate The probate process in California depends on certain preliminary factors. In most cases, a California probate can be very costly and time consuming. In the best [...]
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Estate Planning and
Business Law Firm
Whether we are designing and creating comprehensive plans for our estate planning clientele, or providing needed guidance to our business clientele, we tend to have the same mission– always put the client’s needs first.
How is our estate planning and business law firm different from others?
- We believe that our clients should have direct access to their attorney. Our clients will never be passed off to a paralegal or assistant, nor will our clients’ legal matters ever be serviced by anyone other than a licensed attorney.
- We believe that our clients are served best when they are truly heard and understood. Lawyers should be mindful and active listeners.
- We believe that our clients should receive first-class hospitality and service. The law office should be a safe and comfortable space where a client can feel as though they are at home.
- We believe it’s the attorney’s job to answer all questions fully and accurately. Our culture of service is centered around the pillars of mindfulness and patience.
- We believe that accessibility and responsiveness are fundamental to a good attorney-client relationship.
- After we’ve been hired, we believe our clients can expect to have their phone call returned within one to two business days.
Practice Areas
Business Law
Whether you are in the earliest stages of business development, or a well-established corporation, LLC, or sole proprietorship,
Koza Law Group can help.
Personalized Estate Planning
Estate planning is not just for the super-wealthy. Estate planning is about protecting yourselves, your loved ones, and your assets– today and tomorrow.
Probate and Fiduciary Counseling
Whether you need help navigating the process of probate, or assistance in performing your duties as a trustee–
Koza Law Group is there.
Latest posts
Medicaid Asset Protection Trusts (MAPTs) can be a valuable tool for preserving assets while ensuring Medicaid eligibility for long-term care — but they are not the right fit for everyone.![]()
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Swipe through to learn more about the benefits of a MAPT and other planning strategies ↩️ If you have questions about protecting your assets and planning for long-term care, give us a call. We are happy to help.
In our line of work, we see many businesses consider mergers and acquisitions — especially in the summer when market conditions are favorable. If you find that your business may be ready for this big step, here are several key considerations to keep in mind:![]()
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☑️ Strategic Fit: Does the target company align with your long-term goals? Ensuring a strategic fit is crucial for maximizing growth and profitability.![]()
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☑️ Financial Health: Conducting a thorough financial review is essential to understand liabilities, revenue streams, and overall stability.![]()
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☑️ Due Diligence: Performing comprehensive legal and operational assessments helps uncover potential risks and integration challenges.![]()
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☑️ Cultural Integration: Merging teams and company cultures can be complex. Planning for a smooth transition is vital for maintaining productivity.![]()
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Thinking about an M&A or have legal questions about the process? Our firm is here to guide you every step of the way. Give us a call to learn more about how we can support your business strategy.
On June 19, 1865, enslaved people in Galveston, Texas, finally learned of their emancipation — more than two years after the Emancipation Proclamation. Today, we honor this major historical event through reflection, education, and celebration.![]()
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In observance of Juneteenth, our office will be closed on Thursday, June 19th, and will resume normal business hours on Friday, June 20th. We invite you to join us in recognizing the significance of this day and its lasting impact.
Discussing health care directives and living wills might not be easy, but it’s one of the most important conversations you can have with your loved ones. Events like family vacations, where everyone is gathered, can present a good opportunity for family talk. Key things to share in these conversations:![]()
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✅ Your preferred medical treatments and interventions![]()
✅ Who will make decisions on your behalf if you cannot![]()
✅ Your values and what quality of life means to you![]()
✅ Any specific religious or personal beliefs that guide your care![]()
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Our team is here to guide you through the estate planning process. Give us a call with any questions or needs.
As Flag Day approaches on June 14, it’s the perfect time to honor the U.S. flag and reflect on the proper ways to display it. Here are some key rules to remember:![]()
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✅ While clothes often have flags on them, the flag itself should never be worn or used as bedding or drapery.![]()
✅ Always illuminate the flag if it's flown after sunset.![]()
✅ The U.S. flag should always be at the highest point when displayed with other flags.![]()
✅ Never let the flag touch the ground. Take care when handling it!![]()
✅ The flag should never be carried flat; it should flow freely.![]()
✅ A worn or tattered flag should be respectfully retired, typically through respectful burning.![]()
✅ There are specific guidelines for lowering the flag to half-staff to honor national figures and fallen heroes.![]()
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Flag Day is a time to reflect on this powerful symbol of our nation's history. Whether you're flying the flag or simply pausing for a moment of appreciation, let’s honor it with respect and pride.
Relocating to a new state is an exciting milestone, but it can also bring important legal considerations — especially when it comes to your estate plan.![]()
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Each state has unique estate planning laws, including rules on wills, trusts, executors, and powers of attorney. What was legally valid in your previous state may not fully align with the laws in your new home. Updating your estate plan ensures your wishes are honored and helps your loved ones avoid unnecessary legal complications down the road.![]()
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From marital property laws to executor restrictions, small differences can have a big impact. Give us a call today to review your estate plan and make sure your legacy is protected.
