PLUS: Read a sure-fire way to save 5% on CA Document Preparers’ products and services. It seems that few taxes are more galling to Americans than so-called “death taxes,” which are taxes due on a person’s estate upon death. Why, at this time of grief, must the government bust in and confiscate hard-earned...
A few weeks ago I wrote about a family that terribly botched the transfer of their family home by doing a mixture of bad planning and no planning. They didn't plan for the unlikely possibility that a daughter may predecease her parent. They held title to the family...
There were so many estate planning mistakes made in the scenario I wrote about in my last posting. First of all, it’s probably not wise to make an integral part of your planning the expectation that a child will always survive his or her parent. Sure, it’s a likely expectation,...
The most interesting customer of the day today was a mother and her adult daughter who came in and asked for Probate assistance. We’ll call them Mother and Daughter. Mother’s mother (Grandmother) and Mother’s grandmother (Great-Grandmother) owned a home together as “joint tenants”. Their situation raised a number of thorny...
Coming to the realization that it's time to end your marriage and going through the divorce process is emotionally and mentally stressful. The relief of signing final documents or receiving the judgment can be immense, but it's important to note that resolution may not be 100 percent complete. Financial and...
We had a very busy day today in our Walnut Creek location. With two appointments and three walk-in notary appointments, it was “standing room only” by 11:00am. Our divorce newspaper ads and NPR radio ads are yielding more divorce inquiries. We are a very reasonable place for helping people with divorce...
Legal documents can be extremely complicated, especially if you are unfamiliar with all the legal terms included in these documents. When you need to make changes to your home title for any reason, it is important to hire a document specialist from California Document Preparers, or CDP, to help you...
You do not always need an attorney to complete a will or a trust. Professional document preparation can save you a considerable amount of money over having an attorney draw up all of your paperwork. Take a look at this information overview on wills and trusts to determine if a...
If you would like to save money on your divorce, you may want to consider a friendly divorce. While the word "divorce" and the word "friendly" seem to be antonyms, many couples opt for a "friendly divorce" to save money and part on somewhat amicable terms. Also called an Uncontested...
Creating a trust isn't often one of the top things people want to do. However, as they age, setting up a trust is something everyone should do. While some people think working on this aspect of life is only a reminder that they will pass away in the future, a...
Business owners choose to have their business incorporated to protect themselves and their personal assets from liability. The most compelling reason that businesses decide to incorporate is the protection it provides against lawsuits, losses and debts. A corporation can still be sued, but the people in the corporation are not...
End-of-life medical decisions can be difficult for everyone, especially when the person involved can no longer make his wishes known. By completing an advance healthcare directive, you can make your wishes known regardless of your future physical or mental state. Such a document also removes the pressure of decision making...
