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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 and her doctors were optimistic about her long-term prognosis, the disease created a sense of urgency, causing her to think about her life, her priorities...

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 to make an integral part of your planning the expectation that a child will always survive his or her parent.  Sure, it’s a likely expectation,...

Legal documents can be extremely complicated, especially if you are unfamiliar with all the legal terms included in these documents. When you need to make changes to your home title for any reason, it is important to hire a document specialist from California Document Preparers, or CDP, to help you...

Author: Simon Volkov A deed is used whenever real estate is purchased, traded, or sold. This document provides information about the property from the time of origination to present. Each time property exchanges hands a new deed must be recorded through the county recorder's office. The type...