End-of-life planning isn’t just about the legal documents we help our clients prepare. In our offices, there are many discussions that surface about related topics—disability...
California Document Preparers’ comprehensive Living Trust package includes a section for listing contact information for key service providers--your doctors, financial advisors, CPA, pharmacy, etc. We...
When our Living Trusts clients get to the part about naming a Successor Trustee, it means they’re nearly finished. They’ll quickly write down the name...
Few pop stars have endured or left a legacy as diverse and successful as that of David Bowie. He died last week of liver cancer,...
Admit it: We all make resolutions Whether we admit it or not, we all make New Year’s resolutions. We may not call them resolutions, and we...
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...
A brother and sister came into our Oakland office, seeking our advice on what to do about their mother, who had just been diagnosed with...
It's never too early to plan for the future — even that part of the future that might not include you anymore. In order to...
James Brown, the frenetic King of Soul, died in 2006 with a legacy of failed marriages, estranged children and run-ins with the law. He left...
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...
Husband and wife Paul and Sue have a sizable estate. At the same time, they are concerned that although they took the time to prepare a...
PLUS: Read a sure-fire way to save 5% on CA Document Preparers’ products and services. It seems that few taxes are more galling to Americans than...
