For the safety of our community, clients and staff, we have suspended all in-person meeting effective March 17, 2020. All consultation meetings will be via Phone or Zoom Video Conferencing. Please contact us at 925-484-0888 or email us directly at [email protected] to schedule the consultation.
Here in California and in a majority of states across the country, the state government no longer charges an estate tax to residents. Estate tax, often referred to as the “death tax” by critics, is sometimes considered a redundant tax since the assets in...
A form that was supposed to be an easy and inexpensive way to create a will turned out to be anything but that, according to a recent state court decision. The court wrote that the case provided a cautionary tale to others about estate planning and noted that some...
Now that this year’s tax season is official over (hopefully) for most California readers, tax and law experts know that it is time to start looking ahead and planning for what is to come. This might seem like an unwelcome task at the moment when you thought it was...
The final wishes of actor Mickey Rooney have been revealed to the public through court filings after the 93-year-old passed away from complications from his diabetes and other natural causes. The actor left his estate mainly to one of his step-sons who had been acting...
The practice of estate planning is as old as civilization itself and the issue of what one leaves behind and to whom remains as relevant and complicated as ever. Laws in this area have evolved somewhat with the changing times but the basic issues remain the same...
Misconceptions exist about the relationship between age and estate planning. Yes, older people may prioritize estate planning for reasons related to advancing age and health concerns. That does not mean only older California residents benefit from the process. Young...
Residents of California may want to learn more about the role of the fiduciary and their responsibilities. Because fiduciary duty may be a requirement among certain professions, clients and professionals should know more about what this is. The meaning of fiduciary...
For parents, one of the biggest reasons they decide to create an estate plan is to ensure their child will be cared for no matter what. It isn’t easy to think about a tragedy where a child may lose both their parents before they turn 18, but parents have to plan for...
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