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...
Some figures baffle.Like the speed of light. Like the age and size of the universe. And like estimates pegging the personal fortunes of America's richest families.Consider this imagery relevant to the storied Vanderbilt family for a moment: a pile of money equaling...
"You own this." Those words might sound frightening to a would-be California estate planner, but they are actually meant to promote a feeling of empowerment rather than intimidation. It is no secret that legions of...
Many remarrying California individuals fail to timely consider and update existing estate plans to reflect new realities.Don't be one of them. Many remarrying California individuals fail to timely consider and update existing estate plans to reflect new...
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