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When we create Living Trusts for our clients, we always caution them that there’s a reason these are referred to as Living Trusts—these are living documents that need to be updated with important life events. So what are life events? A good way to think of this is anything that...

Case Study by Bill Schaaf, Walnut Creek The concept of family has evolved. It’s not uncommon for men or women these days to decide that they really don’t want to get married at all, but they do want to have a child and be a parent. The families they form...

“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...

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...

April 16 is National Healthcare Decisions Day, so we’re joining the campaign to raise the visibility and encourage advance healthcare planning. Advance Healthcare Directives (AHDs) are written directions that appoint another individual to make healthcare decisions on your behalf. We’d all like to think that we could make our own...