Creating a Living Trust? Don’t Forget Your Pets
I don’t know what it’s like in your neighborhood, but where I live, everyone seems to have a dog. On my morning walk I routinely...
19 March, 2018
I don’t know what it’s like in your neighborhood, but where I live, everyone seems to have a dog. On my morning walk I routinely...
Living Trusts are an important service for California Document Preparers, and many of our clients are retired or thinking about it. As a result, discussions...
Few topics are as polarizing as guns and the controversy that inevitably surfaces over the second-amendment right to bear arms. Guns have dominated the headlines...
Baby boomers have profoundly affected the way we do business and the way we live our lives. They’re the big, noisy generation that demanded to...
While many of the changes to the GOP Tax Cuts and Jobs Act are geared toward corporations, big businesses and those who own them, a...
Whether you’re in the process of getting a Divorce or still just thinking about it, you understand the toll that it will take on you...
Abby’s mother died in a tragic automobile accident in January. She had never prepared a Living Trust because, like many people, she assumed that this...
End-of-life planning can be an unsettling process. No one wants to think about death, much less plan for it. Yet while the majority of our...
Living Trusts are an important service for us, and because many of our Trust clients are either retired or thinking about retiring, conversations about healthcare,...
In an article last fall we discussed the consequences of lost Wills and Trusts, along with suggestions about where to store these documents. It’s a...
The following story from The New England Journal of Medicine illustrates the importance of not just creating an Advance Healthcare Directive and a Do Not...
A New Year. A time for a fresh start. We’re betting that even those who hate New Year’s resolutions still make silent promises to themselves...
During this extraordinary time of COVID-19 closures, California Document Preparers is still open for business. We are continuing to operate in light of the Shelter-in-Place order, especially over the phone, via video chat, or through the website.
You may call our Oakland or Walnut Creek offices at their regular numbers and someone will answer:
Oakland: (510) 452-2320
Walnut Creek: (925) 407-1010
You can also call our Dublin office at (925) 479-9600 and you will receive a return call as soon as possible.
Our top priority is safety. We also acknowledge that many of you have expressed an urgent desire to prepare your estate documents in light of the current public health crisis. We are there for you and ready to assist.
The times have changed, but our dedication to service has not. We appreciate your continued support and wish you and your family stay well under these difficult circumstances.
Helpful. Compassionate. Affordable.