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 estate planning realm in California and nationally is sadly replete with stories spotlighting unfortunate outcomes linked with planners’ lack of preparation.Here’s one: An individual with adult children remarries and fails to update a will and other...
Without a doubt, one of the worst things that a parent can do for their children is to pass away without an estate plan. It makes the situation complex and stressful for their heirs. This is already a difficult time since they just lost a parent, and it's made much...
The writer of a recent Kiplinger article on estate planning asks readers to consider “how much of your life is connected to your computer, mobile phone and other devices.”Maybe you don’t want to think about that. In fact, you might well be among the...
The matter might have seemed like an open-and-quickly-shut case to the widow of Johnny Hallyday.A French court is taking a different view. Hallyday, a huge and iconic entertainment presence in France, died in that country in 2017. A recent media report on the...
When we refer on our website to “one of the most important decisions you’ll make when you’re planning your estate,” what do you think we are spotlighting?We of course stress the fundamental building blocks of thoughtful estate planning at the...
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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