2890 N. Main Street, Suite 206 • Walnut Creek, CA 94597
They finally sat down at the kitchen table on the Fourth of July. The kids were outside, the barbecue was going, and for the first time in a decade the whole family was in the same house. The conversation started casually — one of the adult children asking her mother whether the will was still current. It had been drafted…
He had always assumed the house would pass to his children the way his parents’ house had passed to him—with the property tax staying roughly the same. He grew up believing that a family home in California was a legacy in the truest sense: an asset that could stay in the family across generations without becoming a financial burden. It…
She called on a Tuesday afternoon. Her father had been diagnosed with dementia six weeks earlier, his decline had been faster than the family expected, and she was beginning to look at what came next. He still lived in the home he had owned for forty years in Lafayette. He had savings. He had a small pension. He had two…
A friend and colleague recently brought to my attention an aspect of our estate planning that neither of us had understood before and which had profoundly affected the family of a dear friend of hers. I am sharing this now to help spread awareness. As with many of the issues we must address in our estate planning, there is no…