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.
You’ve likely seen ads, myriad online pitches and extended infomercials (some of them featuring tier-one celebrity figures) touting the alleged virtues of reverse mortgages.The information surrounding such financial vehicles is vast and detailed, and...
When talking about the richest people in the world, it's common to hear them referred to as the "1%". This simply references the fact that they are in the top 1% in terms of wealth. You can be very, very wealthy and be in the top 5% or the top 10%, so this is just a...
Probated wills in California sometimes result in interested parties – heirs, beneficiaries, loved ones, charitable foundations, close friends and more – being ecstatic with the outcome. That happy state of affairs generally means that expectations were...
Any proven estate planning professional certainly appreciates that the kids, their offspring and even generations beyond that loom large in parents’ future-directed planning decisions. After all, estate planning strategies are centrally about transferring wealth...
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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