DisclaimerThe information contained in this website is for informational or attorney advertising purposes and should not be construed as establishing an attorney-client relationship without a signed retainer.
Hours & Info650-503-3770M-F 9:00am-5:30pm
Category Archives: Estate Planning
Hi all! I hope everyone is doing well. We have been assisting lots of clients and had the honor of attending a wedding a few weeks ago. REMEMBER! It is always important to update your estate plan and a marriage, … Continue reading
I came across an article about a Holocaust Survivor who left his estate, that was worth almost $40 million, to no one. Yes, I said almost $40 million left to no one (insert loud gasp here!) So, what happened to … Continue reading
As many of you know, I am a HUGE (did I mention HUGE?) advocate of proper planning- whether it’s estate planning, financial planning, party planning or vacation planning. Yes, I am that person who creates an itinerary for a family vacation! Recently, I … Continue reading
Happy April Folks! We hope everyone enjoyed their Easter holiday (if it was celebrated)! Our office has been busy assisting clients with estate planning issues, probate hearings, child visitation modifications, writing a new e-book, working on an “Estate Planning 101” … Continue reading
If you follow us on Facebook or Twitter, you have probably seen the weekly Friday “Homework” in preparing for your estate planning meeting. If you don’t follow us, you should! So, what is this “Homework?” Well it’s basically a list of … Continue reading