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

Welcome to Our Newsletter

As part of our library of free educational estate planning content, we are pleased to share with you exclusive contributions from our in-house experts and colleagues. Our newsletters contain insightful news pieces, and keep you informed of all our upcoming events and activities, so you never miss out.

Winter 2018 Newsletter

“Fire! Are You Prepared”
By Ora Citron

In 2017 over 245,000 acres were burned costing at least $9.4 billion in insured damages. This can happen to anyone at any time, and unfortunately, the least costly homeowner’s insurance solution might be the start of your nightmare if the unthinkable happens.

“Special Roles in Special Needs Trusts”
Special Needs Trusts are different from estate planning trusts in many ways, namely with the number and variety of participants whose assistance is needed. Learn why the careful selection of each participant is vital to accomplishing the grantor’s goals over the entire life of the beneficiary of a Special Needs Trust.

Spring 2018 Newsletter

“Special Needs Planning Must Be Multi-Generational”
By Kirsten Howe

I recently attended the Special Needs Planning Symposium.  The sessions were all very informative, but it was the opening session that really stands out for me, “Proactive and Next Generation Planning for Families That Include a Loved One with Disabilities.” The panel of presenters in the session really brought to light how important it is to consider the needs of the whole family in the plan.

“Inflammation and Your Diet”
By Kirsten Howe

As we age, many of us develop conditions that cause inflammation, such as arthritis.  We can treat the pain of arthritis with pain relievers, and certainly medication and other treatments are important.  Many experts also recommend adopting an anti-inflammatory diet.

Summer 2018 Newsletter

“What Happens to My Estate Plan if I Move to Another State?”
By Kirsten Howe

We get this question a lot – from younger clients who know their job might get transferred someday.  Also, it seems that more and more Californians are choosing to move to another state when they retire, including some of our clients.  The answer is, of course, it depends.

“Don’t Use the Wrong Assets to Pay For Care”
By Kirsten Howe

All attorneys will agree with me that if there’s one thing we wish our clients would do it would be to talk to us before they act. It’s much better for the client, and less expensive in the long run, to have your attorney review that lease or contract before you sign it than to be surprised later.

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


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