California business owners -- regardless of the size and type of their created enterprises -- never forget how hard they worked to transform their entrepreneurial visions into profitable companies. We vicariously share their pride at the Alameda County Law Offices of...
Bay Area Estate And Tax Planning Law Firm
Bay Area Estates and Tax Law Blog
Kids, here’s your new mom. You’re going to love her.
Warfare changes lives, and celebrated battles across the centuries have unquestionably contributed to materially changed human circumstances.Consider Napoleon at Waterloo. The battle of Yorktown in America's Revolutionary War. Gettysburg. The World War II Battle of...
Avoid these estate planning mistakes
Imagine working a lifetime to build your wealth. You spend countless hours working the Bay Area in order to create a strong stock portfolio, buy a house and accumulate various other assets. But, what happens to your wealth if something should happen to you or if you...
Has your carefully drafted estate plan ever been updated?
If you're a reflective and proactive person who once worked closely with an experienced attorney to craft a well-tailored estate plan, you might now reasonably pose this question to yourself: Have I ever taken a second look at my plan to ensure that it is still timely...
A special estate planning focus: valued family art collections
The benefits of sound estate planning are many.And the greatest of all, we stress on our Bay Area estate administration and tax planning website, is protection. By that, we mean the confidence inspired in both a planner and heirs when important matters related to...
March toward court averted with settlement in Houston estate case
In reference to today's above blog headline, we're addressing the singer, not the city.You've heard of her, of course. It didn't take her untimely death in 2012 to catapult Whitney Houston into rarefied air as an enduring and iconic pop star with an outsized and...
Gifting your heirs … by not leaving a financial mess
When it comes to thinking about their heirs, most planners across Alameda County and the Bay Area likely focus most of the time on matters relevant to asset transfer and inheritance. That is certainly understandable.A writer for NerdWallet, a San Francisco-based...
How to choose the right trustee the first time
There is more to creating a trust than meets the eye. In addition to adding assets to the trust, there's something else you need to think about: finding the right person to serve as trustee.While this sounds as simple as naming a trustee and moving on with the rest of...
For some, a serious planning concern: a loved one’s drug addiction
We have noted in past blog posts of our Alameda County estate planning firm that standardized strategies and outcomes in the estate administration realm are both illogical and impossible.And that is for one distinct and simple reason: families. Families are...
Thankfully, every estate plan can be uniquely tailored
"When an old man dies, a library burns to the ground."Although that is obviously not intended as a literal statement, it is a figurative truth that is immediately understood. And its meaning is certainly enhanced through reference to "wisdom, beliefs, values,...
