Medi-Cal Recovery Law Changes Emphasize Importance of Living Trust
The year is nearly half over and it’s been a rollercoaster. A fluctuating market, rising interest rates, chaos and scandal in Washington. Here on the...
19 July, 2017
The year is nearly half over and it’s been a rollercoaster. A fluctuating market, rising interest rates, chaos and scandal in Washington. Here on the...
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...
Visitors to California Document Preparers’ website will notice a newly designed site that we launched last week. We rolled out our new site with neither a...
One of our clients created her Living Trust some 12 years ago, and updating her Trust was a 2016 New Year’s resolution. The update was...
This week we’re featuring a couple, Scott and Callista, who came in to our Oakland office initially to transfer title on several rather sizeable properties....
A client recently came in to our Walnut Creek office to prepare her Living Trust. She’d been diagnosed with breast cancer, and while both she...
Probate, as we tell our clients, is easy to avoid by creating a Living Trust, making sure that it’s properly funded with your assets and...
A couple, John and Joan, came into our Walnut Creek office to change the vesting on a deed. Vesting is the manner in which you...
We assist a lot of our clients with their Living Trusts. Many people don’t realize it’s not enough to create one—it has to be funded—and...
A newly married couple came in to our Walnut Creek office to update their deed. Before their marriage, they had bought their home together as...
Real estate titles can be tricky indeed, as Stan learned after waiting for 16 years after his divorce to remove his ex-wife from the ownership records...
There were so many estate planning mistakes made in the scenario I wrote about in my last posting. First of all, it’s probably not wise...