Do I Really Need a Trust or is a Will Enough?
We get a lot of questions from our clients about whether they really need a Living Trust or whether a Will, a simpler legal document, is...
20 February, 2017
We get a lot of questions from our clients about whether they really need a Living Trust or whether a Will, a simpler legal document, is...
A recent article in the San Francisco Chronicle highlighted the Bay Area transgender community’s anxiety about identification issues under the new Trump administration. If you’re not...
This is the time of year when we wake up to a huge dose of reality. The holidays are over, spring is months away, and...
A recent article in the Mercury News focused on one of the topics that frequently surfaces around our offices. We call it Aging Parent Syndrome--what...
Tom Clancy died in August of heart failure. Just 66, he left behind a huge body of work, and most of us remember him for...
Susan Lenser joined California Document Preparers’ Walnut Creek team in the fall of 2016. She grew up in Orinda and graduated from the University of...
Clients who prepare their Living Trusts identify their assets and how they will be distributed among their heirs when they die. Assets include the obvious...
With our diverse Bay Area population, it’s not unusual that couples get married, then one spouse decides to return to his/her country of origin or...
A comedian whose career spanned 40 years, Gene Wilder was 83 when he died in August from complications from Alzheimer's disease. He kept his illness...
A few months ago, we wrote a blog about a new trend they’re calling gray divorce—late-life divorce. These days, one out of every four people...
A man recently came into our Walnut Creek office with a Probate case. His father and stepmother had owned the family home as joint tenants....
California's End of Life Option Act took effect in June 2016. One of the biggest concerns from the bill’s opponents was that masses of people,...