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.
We have noted in past blog posts of our Alameda County estate planning firm that standardized strategies and outcomes in the estate administration realm are both illogical and impossible.And that is for one distinct and simple reason: families. Families are...
"When an old man dies, a library burns to the ground."Although that is obviously not intended as a literal statement, it is a figurative truth that is immediately understood. And its meaning is certainly enhanced through reference to "wisdom, beliefs, values,...
A recent Investment News article makes the central point that life never does stop being complicated for some retired individuals and families.Consider the case of a retiree living in California or elsewhere who is a Medicare enrollee receiving the important benefits...
We've all heard adages like this before: You wouldn't hire a plumber to perform surgery, so why would you … ?For purposes of today's blog post, we would simply pose this query: Why would a planner name a lay person with little or no professional experience as...
You've already taken the step of creating a will, which sets you apart from a surprising number of adults throughout the country. If you only recently created your will and have yet to experience any major life changes, you probably have no great need to review...
A recent media report on estate planning and administration cites to a whopping $30 trillion or so (yes, that's with a "t") in assets that is expected to be passed along from baby boomers to their heirs over the next few decades.And then there's this: Notwithstanding...
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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