You may or may not make formal New Year’s resolutions, but many of us make little promises to ourselves--to spend more time with our families, to exercise more and eat a healthier diet. To tackle that old to-do list. Creating a Living Trust tops many to-do lists. After nearly two...
My family tried for years to get my folks to create a Living Trust. While my mom was an easy sell, it was my stepfather, Charlie, who was the holdout. A retired Navy pilot, we figured it was some kind of macho-military thing. He wouldn’t listen to my mom, his...
Just about the time we thought it was safe to enjoy the holidays, omicron has popped up to spoil our fun. We kicked off the holidays just a few weeks ago with money in our pockets and high expectations. We prepped for in-person parties and planned trips to exotic locales....
In 2000, California enacted new legislation authorizing non-lawyers to prepare legal documents for people performing their own legal work. Recognizing an important opportunity to make straightforward legal matters like Living Trusts and Divorce affordable to more people, Tom and Sue Goehring became licensed Legal Document Preparers and opened the Dublin office in 2003. And...
Nearly two years of Covid, and the emerging variants indicate that it’s not going away anytime soon. We’ve adapted our business models and facilities to create safe environments. At Guideway, the uncertainty of this pandemic has resulted in an increase in people creating or updating their Living Trusts. A Trust...
Former Minnesota Senator Al Franken called it “giving us a leg up”. Franken was lucky; his family had enough money to send him to Harvard. His wife Franni’s family was less affluent. Yet each sibling was able to attend college, thanks to a variety of programs, including scholarships and grants,...
Let the season begin! That old excitement is back in the air. What can we expect? A white Christmas in many parts of the country. People on the move. Crowded airports and train stations. Busy restaurants. Americans happily spending money again. Forget the “need-to-haves”. Americans are ready for the “I deserve-to-haves” Salesforce...
Who remembers last year’s Thanksgiving? Too afraid of Covid to travel, we became a nation of solitary diners hunkering down to a box of takeout, perhaps salvaging our meal with a good bottle of wine. My brother in Florida never got out of his pajamas. He watched the Macy’s parade...
November is the month we get serious about prepping for winter--and that includes our annual flu shots. And for those with underlying medical conditions, those who live and/or work in high-risk environments, and those over 65, it’s also time to get a Covid booster shot. For those who qualify, make it...
As you start thinking about what belongs in your Living Trust, here are four things that often get overlooked—and can have significant, often costly consequences. Creating Joint Tenancy Assets In Living Trust conversations, joint tenancy generally refers to real estate and how you hold title to a property. If two people own...
Tom and Gina came into our Oakland office to update their Living Trust—something they regretted not doing years before. Both Tom and Gina are Covid survivors. An RN at Kaiser, Gina became sick in the early days of the pandemic, and Tom soon became infected as well. Both were in...
Employers with 5+ employees must offer a retirement program or face fines Employers may not realize that we’re inching up on the final registration deadline for the CalSavers mandate that will impact every business with five or more employees. What many small business owners still don’t know about CalSavers CalSavers (Senate Bill 1234)...
