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.
There are unquestionably legions of hard-core proponents who readily extol the virtues of FATCA and want to see its legislative fiat persevere in the future.Notably, though, most of those supporters are individuals, families and business owners with no assets held in...
Have you ever wondered what an estate representative's job would be if there were a potential for the estate to make additional income after the decedent's death? While an estate representative or executor isn't expected to be a financial wizard, he or she does need...
Understandably, you need knowledgeable and on-point legal acumen brought to bear on your behalf if you are the scion of a family fortune with a strong eye on passing along great wealth to following generations.Astute estate planning -- regarding inheritances, lawfully...
There was certainly a time when judges in California and across the country were uniformly disinclined in family law matters to spend more than a moment of time -- if any time at all -- considering the interests of Fido and/or Fluffy in a divorce matter. Pets were --...
When a loved one passes away, you'll have many thoughts going through your mind. At some point, you must turn your attention to this person's estate plan.Did they have a will or a trust? With a will, there is no way around the probate process. Instead, this will move...
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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