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.
"I didn't want to rob my kids of their own character."So says a dad who found that extreme wealth wasn't the proverbial peaches and cream that many Americans envision it to be. That father instead had concerns and misgivings about his family's fortune after he sold a...
Obviously, there is a veritable basket of concerns related to the long-term health care needs of a California family in a given case.Will a loved one need to go to a nursing home for what will likely be a lengthy period? If so, is the day of admittance fast...
Here's an estate administration outcome that will certainly grab the attention of many individuals in California and across the country.To wit: An individual -- a dad, say -- takes out a hefty life insurance policy that names his wife as beneficiary. He derives...
Here's an exercise you might reasonably wish to engage in as you're sitting comfortably in your favorite chair and making some notes regarding the ultimate administration of your estate.To wit: Make a list of all the relatives and loved ones who you likely figure will...
Perhaps your family members have been the proud and happy possessors of a cabin or similar property somewhere off in the wilds of California (or at least beyond echo's reach of all the siblings' urban-based dwellings) for decades.And perhaps you simply love that...
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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