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22 Dec Case Study: Husband’s Death Prompts Widow to Create Living Trust

Posted at 15:15h by janet

Case Study by Barbara Theobald, Walnut Creek Barbara Theobald has worked in California Document Preparers’ Walnut Creek office for eight years, and in that time,...

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22 Dec Living Trust Case Study: Grandma Outsmarts Her Family

Posted at 15:05h by janet

When it comes to the matter of distributing someone’s assets after he/she dies, funny things happen–even in the best of families. The reality is that when there...

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19 Dec Case Study: Conservatorship for Mother with Advanced Alzheimer’s

Posted at 09:30h by janet

Brook Thurston, in our Walnut Creek office, has been helping a client obtain a Conservatorship for her mother. When the mother had begun showing signs...

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06 Dec Aging Parents? When Is it Time to Have “The Talk”?

Posted at 19:51h in Blog, Wills And Revocable Living Trusts by janet

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...

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28 Nov Case Study: Husband’s Death Prompts Widow to Create Living Trust

Posted at 18:40h in Wills And Revocable Living Trusts by janet

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...

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31 Aug What We Can Learn About Estate Planning from Yogi Berra

Posted at 08:35h in Blog, Wills And Revocable Living Trusts by janet

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...

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07 Jun Deed Mixup Alters Joint Ownership for Two Brothers

Posted at 16:00h in Blog, Deeds & Real Estate by ian

Case Study, Bill Schaaf, Walnut Creek Office One of our clients, an unmarried man with two grown children wanted to create a Revocable Living Trust....

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29 Mar Love is in the Air—Increasingly Accompanied by a Prenup!

Posted at 20:15h in Blog, Prenuptial Agreements by ian

It’s wedding season—that time of year when people are happily planning the ceremonies that will formalize their relationships for a lifetime—at least that’s the plan....

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20 Jan Supreme Court’s Gay Marriage Ruling Levels Field for Estate Planning

Posted at 15:18h in Blog, Wills And Revocable Living Trusts by ian

When gay, lesbian, and other proponents of same-sex marriages celebrated the US Supreme Court‘s landmark ruling in Obergefell v. Hodges, millions of Americans became eligible...

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12 Nov California Document Preparers Rolls Out New Website Homepage!     

Posted at 18:08h in About Guideway, Blog by ian

California Document Preparers is pleased to announce the rollout of their new website homepage. Users will notice an immediate change when they land on the...

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02 Nov Mythbusters: 6 Common Misperceptions about Living Trusts

Posted at 01:35h in Blog, Wills And Revocable Living Trusts by ian

We’ve helped more than 5,000 clients prepare Living Trusts over the years, and if there’s anything we’ve learned, it’s that there’s a lot of confusion...

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28 Oct Amid Controversy, End of Life Options Act Becomes Law

Posted at 22:59h in Advance Healthcare Directive, Blog by ian

End-of-life documents, an important part of California Document Preparers’ services, inevitably lead to discussions about other end-of-life issues—including the controversial issue of a patient’s desire...

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