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23 Aug Case Study: Creating a Power of Attorney Before You Need It

Posted at 08:29h by janet

Sam and Melissa had always relied on their mother’s strength, energy and selflessness. Happily, she enjoyed good health and her many interests for most of...

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23 Aug Case Study: Creating a Power of Attorney Before You Need It

Posted at 08:23h in Blog, Wills And Revocable Living Trusts by janet

Sam and Melissa had always relied on their mother’s strength, energy and selflessness. Happily, she enjoyed good health and her many interests for most of...

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02 Aug Creating a Living Trust

Posted at 18:55h by janet

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25 Mar We’re Creating Guardianships, Helping You Put Your Life in Order

Posted at 11:35h in Blog, Wills And Revocable Living Trusts by janet

During this health crisis that seems to grow in magnitude every day, parents have new concerns about life planning. In this time of uncertainty, many...

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02 Sep Increasing Number of Millennials Creating Living Trusts

Posted at 20:29h in Blog, Wills And Revocable Living Trusts by janet

While many people still think Living Trusts are reserved for the elderly, a growing number of millennials are creating comprehensive estate plans these days, and there’s...

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19 Mar Power of Attorney to Curtail Dad’s Spending

Posted at 06:53h by janet

We’ve all read disturbing stories about elder abuse, and it may be these stories that contribute to a reluctance by many seniors to create a...

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06 Jul Single and Creating a Living Trust: Who Gets Your Assets?

Posted at 08:59h in Blog, Wills And Revocable Living Trusts by janet

We talk a lot about the importance of creating a Living Trust—the legal document that details how your assets will be distributed when you die,...

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03 Jan Is Creating or Updating a Living Trust a New Year’s Resolution?     

Posted at 18:03h in Blog, Wills And Revocable Living Trusts by ian

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...

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05 Oct Lessons in Estate Planning from Gene Wilder

Posted at 11:05h in Blog, Wills And Revocable Living Trusts by janet

A comedian whose career spanned 40 years, Gene Wilder was 83 when he died in August from complications from Alzheimer’s disease. He kept his illness...

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07 Jan How Will We Eat in 2021?

Posted at 13:46h in Bay Area Focus, Blog by janet

Here in the Bay Area, our conversations always seem to get around to a discussion of food. What we’ve been eating, what we’re cooking. With...

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16 Dec Does Happy Hour Come Early at Your House?

Posted at 20:13h in Blog, Health by janet

No question about it. It’s been a pretty miserable year with few bright spots. Zoom happy hours with wine o’clock memes and themes helped break...

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16 Dec We’re Rebranding! Looking Forward to a New Year and a New Name

Posted at 20:05h in About CDP, Blog by janet

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...

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