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.
Joan Rivers was a trailblazer. She was the first woman to be appointed permanent guest host of The Tonight Show. She was the first woman to host her own talk show. She was funny in a way women hadn't really been funny before. She was unique, and she was deeply mourned...
There are a thousand reasons people fall behind on their taxes. There are medical emergencies; loved ones unexpectedly pass away; car and house repairs drain the savings account -- it can be anything that wipes you out financially or even emotionally. And for some of...
Litigation is never the only answer to a legal problem, and that includes tax disputes. The IRS has just announced a new option for dispute resolution that could reduce the number of cases that go to court: post-appeals mediation. For taxpayers and the government...
Any person who has had to deal directly with the IRS likely knows that it can be a scary and stressful experience. In fact, even people who have never gone through anything like an audit probably know that dealings with the IRS are generally something they want to...
There are so many moving parts to an income tax return that it can be hard to keep track of everything. It isn't unusual for the average taxpayer to be distracted by the difficult details and to miss the easy ones. In some ways, preparing a tax return is like taking a...
If you’ve never gone through the process of estate planning, some of the terms you hear can sound unfamiliar and even scary. But as with many things in life, a simple explanation can resolve much of the mystery and fear.In today’s post, we’ll discuss...
The majority of parents care a great deal about whether or not their children grow into adults who are defined by character and integrity. Unfortunately, the foundation of “The American Dream” and the most general focus of estate planning processes can...
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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