Estate Planning: Wait Until 70 to Draw Social Security?
Many of the clients who come in to our offices are either creating or updating their Living Trusts. They’re often older, and if not retired,...
28 September, 2017
Many of the clients who come in to our offices are either creating or updating their Living Trusts. They’re often older, and if not retired,...
Many of our clients are coming in to simplify their old AB Trusts. The AB Trust was originally designed to create estate tax savings by...
Many of our clients are coming in to simplify their old AB Trusts. The AB Trust was originally designed to create estate tax savings for...
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...
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...
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...
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...
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...
Barbara Theobald has worked in California Document Preparers’ Walnut Creek office for eight years, and in that time, she’s helped hundreds of clients and built...
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...