April 16 is National Healthcare Decisions Day, so we want to emphasize the importance of advance healthcare planning. This is a difficult conversation—no one really...
Creating and funding your Living Trust doesn’t necessarily stop there. A Trust should be updated with important life events—a birth or death in the family;...
A recently remarried client came in to our Walnut Creek office to name his new wife and daughter as beneficiaries for some of the assets...
Many of our business formation clients are like “Joan”, who came in to our Oakland office to talk to us about incorporating her bookkeeping business....
We get a lot of questions from our clients about whether they really need a Living Trust or whether a Will, a simpler legal document, is...
A recent article in the San Francisco Chronicle highlighted the Bay Area transgender community’s anxiety about identification issues under the new Trump administration. If you’re not...
This is the time of year when we wake up to a huge dose of reality. The holidays are over, spring is months away, and...
A recent article in the Mercury News focused on one of the topics that frequently surfaces around our offices. We call it Aging Parent Syndrome--what...
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...
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...
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...
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...
