Recent Comments


    A Decade of Safeguarding Legacies: Ten Years of Serving the San Francisco Bay Area

    By Jay Greene, Esq., CPA–

    As I reflect on the past decade of the Greene Estate, Probate, and Elder Law Firm, a deep sense of gratitude washes over me. For ten years, we’ve had the privilege of serving the vibrant families and individuals of the San Francisco Bay Area. Looking back, I’ve gained invaluable insights that continue to shape my approach to estate planning.

    Lessons Learned, Lives Touched

    One of the most profound lessons I’ve learned is the universality of the human experience. While every client’s situation is unique, the core concerns are remarkably similar: a desire to protect loved ones, ensure their wishes are carried out, and minimize the burdens of probate. Witnessing this vulnerability has solidified my commitment to clear communication, empathy, and building strong relationships with my clients.

    Shifting Concerns, Steady Solutions

    Over the years, I’ve seen estate planning needs evolve here in the Bay Area. The ever-increasing cost of living has amplified the importance of tax-minimization strategies for our clients. The rise of digital assets has necessitated incorporating them into estate plans to ensure their proper management after someone’s passing.

    Meeting Evolving Needs

    At Greene Estate, Probate, and Elder Law Firm, we’ve adapted to these changes by expanding our service offerings. We now offer specialized planning for digital assets, Medi-Cal applications, property taxes, and strategies to ensure a smooth business transition for family-owned enterprises.

    The Heart of the Matter

    The most rewarding aspect of this journey is the personal impact we’ve made. We’ve helped families navigate the difficult conversations surrounding end-of-life planning, ensuring their wishes are documented and respected. We’ve facilitated the transfer of family businesses, preserving legacies for future generations. We’ve provided peace of mind to countless individuals, knowing their loved ones will be cared for after they’re gone.

    Looking Forward

    As we celebrate ten years of service here in California, I’m incredibly proud of what we’ve accomplished at Greene Estate, Probate, and Elder Law Firm. But our work isn’t done. We remain dedicated to providing personalized, comprehensive estate planning services that meet the evolving needs of the San Francisco Bay Area. We look forward to partnering with you for years to come, helping you safeguard your legacy and build a secure future for your loved ones.

    Choose to secure your legacy, protect your loved ones, and gain peace of mind. Contact us at 415-905-0215 or to schedule your consultation. Your future deserves the attention to detail and care that you have established for your present life.

    Statements In Compliance with California Rules of Professional Conduct: The materials in this article have been prepared by Attorney Jay Greene for educational purposes only and are not legal advice. This information does not create an attorney-client relationship. Individuals should consult with an estate planning and elder law attorney for up-to-date information for their individual plans.

    Jay Greene, Attorney, CPA, is the founder of Greene Estate, Probate, & Elder Law Firm based in San Francisco, and is focused on helping LGBT individuals, couples, and families plan for their future, protect their assets, and preserve their wealth. For more information and to schedule an assessment, visit:

    Trust Essentials
    Published on April 18, 2024