2890 N. Main Street, Suite 206 • Walnut Creek, CA 94597

Bill Seeks to Impose State Estate Tax

The California legislature is considering a proposal that could impose a state tax on some estates. Generally, estate taxes are imposed by the federal government on the assets or estate of someone who has died. The tax is paid before the heirs receive any bequests. One of the purposes of estate planning is to minimize an estate’s tax liability. California…

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Assisted Living Industry Struggles to Accommodate Growing Dementia Population

The rapidly increasing population of dementia patients in assisted living facilities is challenging not only the facilities providing the care, but also the safety of the other non-afflicted seniors who reside there. Originally, assisted living facilities were created as an alternative to nursing homes. They were designed for those who were independent, but in need of some assistance with daily…

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What Happens to a Mortgage Upon Death?

Sally stared at the notice from the bank and frowned. “What’s that?” her husband, Bill asked. “Another bill for your dad?” Sally nodded. “But this time it’s his monthly mortgage payment. I wonder if we need to pay it. He’s only been dead five days. Maybe they aren’t aware of it.” Bill snorted. “Why pay the mortgage if he’s dead?…

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Your Healthcare Preplanning Toolbox

One of the most important aspects of your estate plan may be the decisions you make about your health care. There may come a time when you are no longer able to make such decisions and by planning for that possibility, you can ensure that your desires will be carried out to the very end-of-life. There are three tools at…

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Protect Vulnerable Adults From Scams

The doorbell would not stop ringing. Finally, 80-year-old Mary activated her video doorbell and asked hesitantly, “Who is it?” “My name is Manny Pearson, ma’am. Your son, Jake, sent me. He’s in jail and needs bail money. No one else is answering their phone, so he asked me to come by and get a check from you. He needs $1,000…

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2890 N. Main Street, Suite 206
Walnut Creek, CA 94597

925.943.2740

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