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Phone: 925-852-6014
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Phone: 925-852-6014
Free 30 Minute Initial Consultation. Telephone Conferences Available via Phone and Video.
It's never easy talking to your parents about estate planning in California, but it's a conversation that you must have. If you're not sure where to start, here's a short guide you could use. How to do it You can't just pick up your phone and talk to your parents...
One of the most difficult conversations that we have to have is with our parents about their estate plan. This can be a difficult conversation for many reasons - your parents may be reluctant to discuss death, they may not want to think about what will happen after...
Trusts may be subject to local and state taxes in addition to federal taxes. When you are estate planning, you should be aware of all tax implications of your options and choose which strategy allows the most money to go to your beneficiaries. Income tax return...
A dying estate is when a person dies without a will in Concord, California. The property and assets of the deceased enter probate. The probate court oversees the process, which follows the procedures of the state. The probate process tends to sell the real estate in a...
Going through probate in California can be expensive. Knowing it's coming allows you to prepare and save the most money possible by avoiding unnecessary costs. Understanding these tactics and using them to your advantage can be highly beneficial. Transferring property...
In California, as with other states, elder abuse is one of the most disturbing kinds of crimes. Elders are protected with special rules to prevent financial exploitation and other forms of abuse. New FINRA Rule FINRA is the Financial Industry Regulatory Authority, and...
If it's been a few years since you created your estate plan and a lot has changed since then, you'll need to update it promptly. Failure to do so can invalidate your will or create grounds for conflict among your beneficiaries. It's important to update or modify your...
Are you concerned about the situation of a spouse or relative? If they are physically or mentally unable to care for themselves, you may need to step in. You may wish to have yourself legally appointed as the conservator of their affairs. This is a step that will have...
Elder care disputes may arise among families in California. When they do, you should find the best ways to deal with the issues quickly and effectively. One such method is using a mediator. Here's what you need to know about elder care mediation. What is elder care...
Making a will is an unpopular activity for many California adults. For others, it's an act of being a responsible adult, taking control of your personal belongings and caring about your family's future. Creating a will should be put on top of everyone's priority list....