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The reluctance or downright unwillingness to talk to parents and grandparents about the difficult topic of end-of-life planning is one that frequently arises in our offices. It ranges from “Mom’s a terrible driver and shouldn’t be behind the wheel, but nobody will confront her” to “Dad’s health is deteriorating, and...

Case Study from Ian Duncan, Oakland About a year and half ago, a well-dressed woman came into the Oakland office and asked Ian, one of the owners, if he did Probate. “Yes, of course we do!” Ian loves doing Probates. This woman was very professional and pleasant. She was accompanied by a past client, and...

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 her life. Their mother grew up during the depression, and the siblings has always believed that experience made her and her generation more resilient. Their...