Search
29 Mar Revocable Transfer on Death Deed? A Better Solution: Living Trust
Posted at 20:37h
A woman, “Joan”, recently came into our Oakland office to talk to us about adding the names of her longtime partner and her daughter to the Deed for her home. As with many of our clients, health issues had caused her to think about succession planning. Joan had recently had...
20 Mar Revocable Transfer on Death Deed? A Better Solution: Living Trust
A woman, “Joan”, recently came into our Oakland office to talk to us about adding the names of her longtime partner and her daughter to the Deed for her home. As with many of our clients, health issues had caused her to think about succession planning. Joan had recently had...
07 Mar Case Study: CDP Helps Ease the Stress of Conservatorship
Posted at 20:49h
“Maureen” came in to our Walnut Creek office to inquire about our assisting her in becoming the Conservator for her mother. Her mother was 72, but her family had begun noticing her forgetfulness a decade earlier. They had laughed about it at first—her habit of frequently misplacing her keys, then...
20 Feb 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 enough. Trusts are an increasingly popular estate-planning tool for a number of reasons. Trusts are private while a Will is a public document, available to...
13 Feb Mom’s Sudden Death Results in Probate
Posted at 11:56h
A client came into our Oakland office in late January to ask if we did Probate, and we assured him that we do. His father had died of cancer in 2015 and his mother had died over the Christmas holidays–a long, sad holiday for the entire family. His mother was...
03 Jan Living Trust: Make it Your New Year’s Resolution
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 it seems there’s nothing to look forward to but diets, bills and taxes. New Year’s resolutions: making promises to ourselves Yet a New Year represents...
22 Dec Case Study: Husband’s Death Prompts Widow to Create Living Trust
Posted at 15:15h
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, she’s helped hundreds of clients and built a significant amount of customer loyalty. Last year a Living Trust client called to schedule an appointment to bring in...
22 Dec Living Trust Case Study: Grandma Outsmarts Her Family
Posted at 15:05h
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 is money involved–assets, property and valuable belongings–greed often rears its head. In some cases, it’s the aggressive sister and her greedy husband who are the...
19 Dec Case Study: Conservatorship for Mother with Advanced Alzheimer’s
Posted at 09:30h
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 of dementia five years before, she had moved in with our client. In the early stages, the disease had been manageable. While our client had...