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.
Global pop superstar Michael Jackson commanded legendary status for myriad reasons, including his ability to do the iconic and unforgettable “moonwalk” dance move.News flash: He wasn’t the first. Or even the second. That distinct honor goes to famed...
Real estate is an unusual asset for a variety of reasons. Properties can take up a significant portion of a decedent’s wealth while also being complex to liquidate or divide. A family home or vacation spot often carries an emotional component for heirs as...
It’s unlikely that the Black Panther or Spider Man would need any help with this. And a character like the Hulk would certainly confront the challenge in resolute head-on fashion, spending scant little time pounding all obstacles into submission.It is a bit of a...
Estate administration is a legal realm marked by a prominent irony, namely this: high numbers of people insisting that they cannot be benefited by a tailored estate plan who actually have a dire need to think about and execute relevant planning documents.Take the...
Lots of things contribute to would-be estate planners becoming actual doers, of course. Procrastination is often ultimately defeated by a replaced sense of urgency that increases as time goes by. Children grow up, with parents naturally thinking of ways to help them...
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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