Medi-Cal Recovery Law Changes Emphasize Importance of Living Trust
The year is nearly half over and it’s been a rollercoaster. A fluctuating market, rising interest rates, chaos and scandal in Washington. Here on the...
19 July, 2017
The year is nearly half over and it’s been a rollercoaster. A fluctuating market, rising interest rates, chaos and scandal in Washington. Here on the...
Many couples considering divorce may be miserable, but they remain together because of the economic difficulties of splitting their assets and their lives. Divorce rates dropped...
Americans are redefining the retirement model They aren’t just retiring, but starting second careers, volunteering, becoming entrepreneurs. Others may be looking forward to a well-deserved retirement,...
At California Document Preparers, Living Trusts are an important part of our business. While we believe that everyone with assets and dependents should have a...
If you’re thinking about divorce, you’re likely agonizing over your decision. While you’d love to be living without the constant bickering and tension that you...
These days, hardly a day goes by that we don’t hear about someone we know being diagnosed with Alzheimer’s or some form of dementia. In...
June is the month when wedding season gets into full swing, which means April is crunch time for wedding plans. Increasingly, those wedding plans include...
April 16 is National Healthcare Decisions Day, so we want to emphasize the importance of advance healthcare planning. This is a difficult conversation—no one really...
Creating and funding your Living Trust doesn’t necessarily stop there. A Trust should be updated with important life events—a birth or death in the family;...
A recently remarried client came in to our Walnut Creek office to name his new wife and daughter as beneficiaries for some of the assets...
Many of our business formation clients are like “Joan”, who came in to our Oakland office to talk to us about incorporating her bookkeeping business....
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...