Tom Clancy’s Estate Battle: Wording Trumps Intentions
Tom Clancy died in August of heart failure. Just 66, he left behind a huge body of work, and most of us remember him for...
09 November, 2016
Blog
A Thanksgiving Recipe to Share
Our favorite stuffing always has a place on our holiday table This is what we'll serve to our family on Thanksgiving. This is a holiday rich...
08 November, 2016
Meet the California Document Preparers’ Team: Susan Lenser
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...
27 October, 2016
Executor Creates Process for Distributing Mother’s Assets
Clients who prepare their Living Trusts identify their assets and how they will be distributed among their heirs when they die. Assets include the obvious...
26 October, 2016
Divorce: What If My Spouse No Longer Lives in This Country?
With our diverse Bay Area population, it’s not unusual that couples get married, then one spouse decides to return to his/her country of origin or...
16 October, 2016
Lessons in Estate Planning from Gene Wilder
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...
05 October, 2016
Gray Divorce: Facing the Economic Challenges
A few months ago, we wrote a blog about a new trend they’re calling gray divorce—late-life divorce. These days, one out of every four people...
26 September, 2016
Probate Case Study: Siblings Lose Family Home
A man recently came into our Walnut Creek office with a Probate case. His father and stepmother had owned the family home as joint tenants....
20 September, 2016
End of Life Option Act: Only for the Privileged?
California's End of Life Option Act took effect in June 2016. One of the biggest concerns from the bill’s opponents was that masses of people,...
13 September, 2016
September Kicks Off the New Divorce Season
Another summer is drawing to a close and it always comes too soon. Our vacations were invariably too short, the time with our friends and...
05 September, 2016
What We Can Learn About Estate Planning from Yogi Berra
It’s baseball season. In the Bay Area, both the A's and the Giants are struggling. There are moments of brilliance, an occasional little winning streak...
31 August, 2016
Case Study: Creating a Power of Attorney Before You Need It
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...
23 August, 2016