COVID Heroes: Feeding Workers, Putting Restaurants Back to Work
We’re six months into this miserable disease and there’s little to feel good about. Yet stories emerge of truly heroic people who are manning soup...
05 August, 2020
We’re six months into this miserable disease and there’s little to feel good about. Yet stories emerge of truly heroic people who are manning soup...
With the coronavirus has come a new urgency to create estate planning documents. Those who are scheduling appointments don’t fit a stereotype. There are seniors,...
We talk a lot about Living Trusts as an important part of estate planning. What we don’t talk about is a Trust and your taxes....
California Document Preparers’ comprehensive Living Trust package includes a section for listing contact information for key service providers--your doctors, financial advisors, CPA, pharmacy, etc. We...
When gay, lesbian, and other proponents of same-sex marriages celebrated the US Supreme Court‘s landmark ruling in Obergefell v. Hodges, millions of Americans became eligible...
It's never too early to plan for the future — even that part of the future that might not include you anymore. In order to...
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...
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...
Husband and wife Paul and Sue have a sizable estate. At the same time, they are concerned that although they took the time to prepare a...
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...
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...