Livermore|Pleasanton|Dublin | Will Attorney | Probate Attorney Lawyer
 

373 North L Street, Livermore, CA 94551

4 Tips for Avoiding a Will or Trust Contest
Jun 23

2019

4 Tips for Avoiding a Will or Trust Contest

A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper planning, you can help your family avoid…

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Just Like You Need a Medical Checkup, Your Estate Plan Needs a Checkup!
Jun 10

2019

Just Like You Need a Medical Checkup, Your Estate Plan Needs a Checkup!

If you have estate planning documents, an important item to add to your calendar is getting a regular estate plan checkup.  Don’t Have an Estate Plan?  If you don’t already…

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Caution: Creditors Have Easy Access to Inherited Retirement Accounts
May 23

2019

Caution: Creditors Have Easy Access to Inherited Retirement Accounts

Do you have IRAs or other retirement accounts that you plan to leave to your loved ones?  If so, proceed with caution. Unlike personally owned retirement accounts, inherited retirement accounts…

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3 Liability Planning Tips for Physicians
May 10

2019

3 Liability Planning Tips for Physicians

You probably know that the practice of medicine is a profession fraught with the risk and need for liability planning.  It’s not just medical malpractice claims either (although those are…

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