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...
A year of Covid has taught us that we like working from home But we also like collaborating with our colleagues. This is the future of the workplace. It’s a hybrid solution. What Guideway learned about hybrid workplaces At Guideway, we initiated a hybrid model within the first week of the Covid lockdown....
Covid-19 has left many families grieving the sudden loss of their loved ones. As Guideway assists them in probating their estates, we’re sensitive to the painful loss of family members. In a best-case scenario, the Probate is uncontested by the surviving family members, the Executor settles the estate and it’s...
After more than 15 years, we decided it was time for a change. We did some research, and we learned that what our clients valued most was that we guided them through the legal process—whether Divorce, Mediation, Probate, Living Trust or Business Formation—we were there to guide them. Best of...
This is one year we’d all like to put behind us. We want our lives back. With vaccines now in distribution, we can start to fantasize about a life beyond the coronavirus. We can look forward to ballgames and concerts, parades and family gatherings. To weddings and graduations that we...
One of the sad consequences of COVID is Probate. We don’t hear much about it because it gets lost in the more immediate heartbreak of this disease. But Probates are on the rise. They are a very real consequence of dying and not having a Living Trust. When a loved...
COVID is proving to be a very cunning adversary. Experts continue to learn about and respect COVID’s nuances because it’s still the one in control. While the disease is most dangerous for the elderly and those with preexisting conditions, it transcends demographics. It’s affecting those who are healthy, athletic, young...
Shelly and Doris were retired flight attendants who lived in Lafayette. They’d never met during their careers, but now that they were retired, they’d become great friends and loved to laugh and share stories over a glass of wine. When Shelly went into the hospital for routine surgery and died from...
If you’re creating a Living Trust, you'll need to access financial records and other important documents. End-of-life planning now will save future anxiety and stress This is important for your own family, but it may be even more critical for those who are caring for family members. A stunning 10,000 baby boomers...
We talk a lot about Living Trusts as an important part of estate planning. What we don’t talk about is a Trust and your taxes. But if you’re creating a Trust, thinking about transferring property, or naming a Successor Trustee, taxes are an important consideration. This is about your, your...
Sometimes death has a way of bringing out the worst in families. The death of a parent and the subsequent efforts to settle the estate can renew old rivalries among siblings. Ask those who grew up in dysfunctional families, and they’ll tell you that just because they’re older doesn’t mean...
“Hello. This is the Internal Revenue Service. We’re calling about your 2017 tax returns. Please call us back as soon as you receive this message to avoid further penalties.” What? Who wouldn’t freak out when receiving a voicemail like this? We all get spam and scam phone calls. Most of them...
