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.
The adage, “Where there’s a will, there’s a way” applies in an unintended though most literal manner to the realm of estate planning. A planner who executes a well-crafted will prior to passing leaves behind a legal document that provides for...
Divorce is more common than it was years ago, and so there are more blended families in the United States these days. After all, many people choose to remarry after a divorce, and that often means bringing children from a previous marriage into a newly blended...
Tick. Tick. Tick.That is the aural imagery advanced in a recent Forbes piece with a “what might go wrong” perspective on estate planning, especially concerning the individuals empowered to act on behalf of a planner. Those persons can be many and with...
We use a recent Forbes article on estate planning as a logical launch pad for discussion in our blog post today. That piece focuses on the idea that estate administration inordinately focuses on after-death strategies and outcomes, and not enough on here-and-now...
Glen Campbell unquestionably lived large, having a life that fully justifies the many biographies that will certainly surface in the wake of his recent death. The singer/guitarist was a music legend with a broad-based entertainment career spanning decades.As to his...
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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