It’s been three months since we began sheltering in place. We assumed we’d be back to our happy little routines within a few weeks. How naïve we were. We now know that our happy little routines will be disrupted for a long time to come. Along the way we’ve learned that: There’s...
Meetings by Appointment Only COVID has affected us all on many levels. CDP has tried to stay nimble and adjust as circumstances have changed. Through it all, our biggest priority continues to be keeping everyone safe. As we officially reopen our business, we have learned that the safest way to serve our clients...
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...
The life-threatening coronavirus has completely upended our lives. Families with small children or elderly family members are feeling especially vulnerable. The result is more people feeling the need to create Living Trusts. We recently created a Living Trust for “Jim” and “Monica”. They’re in their late 30s with two kids—“Ben” is...
Susan Lenser joined California Document Preparers’ Walnut Creek team in the fall of 2016. She grew up in Orinda and graduated from the University of Southern California with a degree in Broadcast Journalism. Her first job out of college was that of TV news reporter for NBC in Idaho Falls,...
