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...
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...
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...
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,...
It’s baseball season. In the Bay Area, both the A's and the Giants are struggling. There are moments of brilliance, an occasional little winning streak...
Sam and Melissa had always relied on their mother’s strength, energy and selflessness. Happily, she enjoyed good health and her many interests for most of...
A client recently came into our Oakland office seeking our advice. His father was 82, in a nursing home after suffering several strokes, and now...
There are many things to keep in mind as you plan the distribution of your assets among your heirs for your Living Trust. But for...
We talk a lot about the importance of creating a Living Trust—the legal document that details how your assets will be distributed when you die,...
It was October 2015 when California voters elected to become the fifth state to allow terminally ill patients to end their lives with prescriptions from...
California Document Preparers’ comprehensive Living Trust package includes a section for listing contact information for key service providers--your doctors, financial advisors, CPA, pharmacy, etc. We...
