Living Trusts and Blended Families: Who Inherits What?
A recent situation for one of our clients points out the importance of creating a Living Trust, funding it—transferring all of your assets into the...
17 March, 2015
A recent situation for one of our clients points out the importance of creating a Living Trust, funding it—transferring all of your assets into the...
Many of our clients who prepare their Living Trusts with us are impressed by how comprehensive our package is; it includes naming a Power of...
Valerie Jackson, California Document Preparers’ March Employee of the Month, joined the Oakland office three years ago this month and has become an important part...
We saw Still Alice last weekend, the excellent movie about early-onset Alzheimer’s that arrived in theaters a few weeks ago and for which Julianne Moore...
A couple in their 50’s recently came in to our Oakland office wanting to get more information about Guardianship. They had been intermittently caring for...
A couple, John and Joan, came into our Walnut Creek office to change the vesting on a deed. Vesting is the manner in which you...
It’s been more than six months since Robin Williams’ tragic death. We were shocked and saddened by his suicide—we expect our public figures to be...
We assist a lot of our clients with their Living Trusts. Many people don’t realize it’s not enough to create one—it has to be funded—and...
Kathleen joined the California Document Preparers’ Walnut Creek team in 2008, when the youngest of her three daughters left for college. “I was lucky enough...
Many people come in to our offices this time of year to create Living Trusts. We include two other end-of-life documents in the Living Trust...
This is the time of year when people are most likely to follow through on their New Year’s resolutions, and for many people that means...
The time of year for new beginnings With the improved economy, many people are finding that the time is right to start their own businesses. There...