Intestate–Dying Without a Will–Headaches, Heartaches and Debt
Intestate is a legal term that means “not having made a will before one dies.” It often leaves heirs with expenses, headaches, and heartaches. 55% of American...
Intestate is a legal term that means “not having made a will before one dies.” It often leaves heirs with expenses, headaches, and heartaches. 55% of American...
Many of us have seen the commercials touting the benefits of setting up a dynasty trust: “Let your fortune go on for generations to come, protect...
When Marie walked into her local CDP office she was seeking assistance in creating a trust. She and her husband have three grown children and...
Every day thousands of families confront difficult end-of-life decisions with no clear direction on the needs and wishes of...
Real estate titles can be tricky indeed, as Stan learned after waiting for 16 years after his divorce to remove his ex-wife from the ownership records...
Divorce is a scary proposition, bursting with unknowns and steeped in horror stories of lives traumatized and bank accounts annihilated. With three children, a home, and eight...
PLUS: Read a sure-fire way to save 5% on CA Document Preparers’ products and services. It seems that few taxes are more galling to Americans than...
A few weeks ago I wrote about a family that terribly botched the transfer of their family home by doing a mixture of bad planning...
There were so many estate planning mistakes made in the scenario I wrote about in my last posting. First of all, it’s probably not wise...
The most interesting customer of the day today was a mother and her adult daughter who came in and asked for Probate assistance. We’ll call...
Coming to the realization that it's time to end your marriage and going through the divorce process is emotionally and mentally stressful. The relief of...
We had a very busy day today in our Walnut Creek location. With two appointments and three walk-in notary appointments, it was “standing room only”...