While a large segment of our LivingTrust clientele tends to be older couples, we’re now seeing more Millennials and Gen-Xers creating Trusts. It starts with...
Meet the Yin family. At 83, mom was weak and ill from stage IV lymphoma and atrial fibrillation. She’d gone through exhaustive chemotherapy and she’d...
Laurie Scherrer, 55, a hardworking sales executive, found herself forgetting customers and unable to perform simple math calculations. She was diagnosed with early onset Alzheimer’s...
The baby boomers--that big, bold generation that marched, protested, innovated and made things happen--are leaving another legacy. That of debt. The boomers, unlike their frugal...
Ask tax professionals, and they’ll tell you that this year may be the most grueling tax season in memory. The shutdown.The IRS is “on shaky...
Older workers who feel threatened by millennials in the workplace just received more bad news. A federal law barring age discrimination in employment applies only to...
A growing number of Americans are unmarried and childless, and they may be facing the prospect of an uncertain, solitary old age. A New York...
As we prepare our Living Trusts, many of us reflect on what we will pass on to our children. Property and other assets will be...
This is the time of year when we see a lot of new clients who are following up on their New Year’s resolutions to create...
"Medicare policy has not kept up with the times.” This, according to Oregon Senator Ron Wyden, one of the authors of bipartisan legislation advocating expanded...
A Deed can seem like an insignificant document, but without it, you can’t buy or sell a property. In the following example, the buyer hadn’t...
Eileen Kobrin was 71, lived in New York City and led a busy, active life, but like many seniors who live alone, she worried that...
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.