The 2026 Medi-Cal Reinstatement and Why Most Bay Area Families Wait Too Long to Plan
She called on a Tuesday afternoon. Her father had been diagnosed with dementia six weeks…
5 months ago
Estate Administration
Probate in Contra Costa County: What Walnut Creek Families Need to Know in 2026
Probate in Contra Costa County: What Walnut Creek Families Need to Know in 2026 When…
6 months ago
FIVE IMPORTANT THINGS YOU PROBABLY DIDN’T KNOW ABOUT ORGAN DONATION
A friend and colleague recently brought to my attention an aspect of our estate planning…
8 months ago
Should I Keep My Estate Planning Documents in a Safe Deposit Box?
Over the years I have seen clients struggle to get access to a parent’s safe…
9 months ago
What Changes When Mom Becomes Incapacitated?
If your mom (or dad) has a revocable living trust and has now been diagnosed…
10 months ago
Answering Your 10 FAQs About Irrevocable Life Insurance Trusts
With the threat of a “sunset” at the end of this year of the current…
11 months ago
Spring Cleaning for Your Life: Why Your Estate Plan May Need a Refresh in 2025: The Top 5 Things to Spring Clean in Your Estate Plan
As you begin to declutter your garage, empty out your closets of old clothes from…
1 year ago