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.
If you're like a lot of people, you feel pretty good in the wake of working with an experienced estate administration attorney to craft what you believe is a future-oriented plan that makes sense and will well protect your loved ones.And that's understandable. Don't...
Because our audience follows tax-related stories and developments, we know that the term Panama Papers will figuratively ring a bell for many readers.Although it might seem a long time ago, it was just back in 2015 that the Panama Papers' disclosure took a...
Mega musical artist Prince died of an accidental drug overdose in April of last year.Many people might reasonably think that most of the material matters relating to his estate might by now have been fully clarified and even settled, nearly 19 months following his...
You've taken steps to plan for the needs of family and loved ones when you pass on. Creating an estate plan, last will or trust can help ensure that your assets are divided in the way you see fit. Unfortunately, even the estates of people who took great pains to...
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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