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.
It’s your family, and unlike any other.That likely means this from the perspective of estate planning and contemplated inheritances for your adult children: Take advice from third parties in only the most general sense. Here’s why, as stressed by the...
What happens in California to a loved one’s debt in the wake of his or her passing?That is a question often posed to estate planning attorneys, and a query that just as often naturally leads to a spotlighting of the probate process. Narrowly termed, probate is...
When your mother passed away, you didn't think there would be any issues. You and your siblings, you thought, were all on the same page. You thought you'd all just be happy with whatever you inherited and that you'd be working together to get through this tough time...
You might be familiar with Jim Cramer from his long-time television presence as an investment commentator or from the many books he has written on that subject.Cramer also occasionally beams in on estate planning matters, generally emphasizing while doing so the often...
Trusts are impressively flexible and creative estate planning instruments that provide varied benefits – including significant tax advantages – for their creators and beneficiaries.Many trusts readily illustrate that utility, including a special needs...
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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