Firm News for Falk, Cornell & Associates, LLP
President's Day Office Hours
Posted On 2/16/2012
Our office will be closed on Monday, February 20, 2012 in observance of President's Day. We wish you and you loved ones a happy and safe three day weekend.
Valentine's Day Blog
Posted On 2/14/2012
Check out Kim Thomas' latest blog about Forbes 3 non-romantic things to buy for your Valentine
Raising money to fight breast cancer--Avon Breast Cancer Walk
Posted On 1/27/2012
We have again accepted the challenge of participating in the Avon Walk for Breast Cancer San Francisco this July. We have formed an office team and are working toward our fundraising goal of $9,000.
Please consider supporting us with a tax deductable donation. Let’s stamp out breast cancer once for all. Donate today by visiting our team page or mailing a check to our office:
Avon Walk Team Falk, Cornell & Associates, LLP
350 Cambridge Ave., Suite 130
Palo Alto, CA 94306
Digital Assets Worksheet-NOW AVAILABLE ONLINE!
Posted On 1/16/2012
Our digital assets worksheet is now avavailable to download!
http://www.falkandcornell.com/estate-planning/forms.htm
Digital Assets Worksheet
Posted On 1/2/2012
Coming soon! Our digital assets worksheet. We want to ensure our clients make note of all digital assets for their trustees--email accounts, financial institution accounts, social media, etc.
Holiday Office Hours
Posted On 12/22/2011
Our office will be closed, Friday, December 23, 2011 reopening on Tuesday, January 3, 2012. From all of us at Falk, Cornell & Associates we would like to wish you a wonderful holiday season and a happy, healthy and prosperous 2012!
Recent Continuing Education Conference
Posted On 10/20/2011
Recent Continuing Education Conference
National Estate Planning Awareness Week
Posted On 10/17/2011
Did you know the third full week in October is National Estate Planning Awareness Week?
Blog: Another benefit of having a living trust rather than a will alone: checks and balances
Posted On 10/6/2011
Amanda's Blog
Blog: How do I (or my agents) access my Advance Health Care Directive in case of an emergency?
Posted On 9/29/2011
Docubank Blog
Digital Assets Blog Topic
Posted On 9/26/2011
Have you thought about your "digital assets" as part of your estate plan? Kim Thomas, paralegal, discusses them in her recent blog http://www.falkandcornell.com/blog/2011/09/digital-assets-access-incapacity-death-disability/
Cremated remains-what are your options?
Posted On 9/21/2011
Lisa M. Kajani, attorney at law, discusses California's newest law regarding creamted remains and other options available. http://www.falkandcornell.com/blog/?p=239
Our latest blog post: New Estate Planning Book Underway!
Posted On 9/12/2011
Serra Falk Goldman, Attorney at Law, discusses the new estate planning book she and Mary S. Falk, Attorney at Law, Certified Legal Specialist/Estate Planning, Trust & Probate Law State Bar of California, Board of Legal Specialization are currently co-authoring.
A New Estate Planning Book Underway!
Independence Day Office Hours
Posted On 6/30/2011
Our office will be closed on Monday, July 4, 2011 in observance of the Independence Holiday. We would like to wish you and your loved ones a fun and safe holiday weekend.
Office Closed for Memorial Day
Posted On 5/26/2011
Office Closed for Memorial Day
Blog: "Modern Family", Age Old Question...
Posted On 5/11/2011
Our 2011 Green Initiative--sign up to receive your quarterly newsletter via email ONLY!
Posted On 4/22/2011
Reduce your snail mail!
Schedule Your Complimentary No-Obligation Consultation
Posted On 1/20/2011
http://www.bayareawill.com/local/request_form.aspx?form_id=4
KQED Challenge Grant
Posted On 1/17/2011
Don't miss the Falk, Cornell & Associates, LLP sponsored challenge grants on KQED!
Many of our clients tell us they are avid KQED listeners. In an effort to support an organization our clients take pleasure in, we are sponsoring three challenge grants during the KQED pledge drive at the end of January. Falk, Cornell & Associates, LLP will match pledges (up to a total of $500 for each of the dates listed below) on the following dates and times:
How the New Estate Tax Exclusion Affects Your Estate Plan
Posted On 12/28/2010
On December 17th, Congress revised the estate tax with a new law, TRA 2010, that sets the exclusion amount at $5 million per person for 2010 – 2012. However, this temporary adjustment to the estate tax exclusion disappears in 2013, and returns with an exclusion of $1 million per person. Read more about how the estate tax revision under TRA 2010 will affect your estate plan, regardless of whether you have a taxable estate.
How the New Estate Tax Exclusion Affects Your Estate Plan
Posted On 12/28/2010
On December 17th, Congress revised the estate tax with a new law, TRA 2010, that sets the exclusion amount at $5 million per person for 2010 – 2012. However, this temporary adjustment to the estate tax exclusion disappears in 2013, and returns with an exclusion of $1 million per person. Read more about how the estate tax revision under TRA 2010 will affect your estate plan, regardless of whether you have a taxable estate.
Holiday Office Hours
Posted On 12/21/2010
Our office will be closed starting Thursday, December 23, 2010 at 1:00 p.m. and will reopen on Monday, January 3, 2011.
We wish you and your loved ones a joyous and safe holiday season.
Office hours for the Thanksgiving Holiday
Posted On 11/22/2010
Our office will close at 1:00 p.m. on Wednesday, November 24, 2010 and reopen on Monday, November 29, 2010 at 9:00 a.m.
We wish you and your loved ones a happy and safe Thanksgiving holiday weekend.
Attorneys and Staff attend annual continuing education conference
Posted On 10/11/2010
Mary S. Falk and Serra Falk Goldman, along with staff, attended the annual American Academy of Estate Planning Attorneys Fall Summt this past weekend.
Thank you for making our 7th Annual Ice Cream Social a success!
Posted On 8/13/2010
We would like to thank all of our clients and their family and friends who attended our 7th Annual Client Appreciation Ice Cream Social!
7th Annual Ice Cream Social Tomorrow!
Posted On 8/11/2010
If you have not registered for our ice cream social our web registration is now closed, but you can still call the office for the few spots remaining up until 3:00 p.m. tomorrow.
Ice Cream Social Reminder!
Posted On 8/2/2010
Only 10 days left to register for our 7th annual client appreciation Ice Cream Social!
Office closed July 5th
Posted On 7/2/2010
Our office will be closed on Monday, July 5, 2010 in observance of the Independence Day Holiday.
National Healthcare Decisions Day-April 16th
Posted On 3/18/2010
One of the most important estate planning documents is the Advance Health Care Directive.
Consumer alert from California Secretary of State regarding Corporations & LLC's
Posted On 3/18/2010
Do NOT be mislead by solicition letters regarding your California Corporations Code filing obligations!
Daylight Savings Times
Posted On 3/11/2010
Don't forget to SPRING ahead this Sunday, March 14th!
Breaking News--the latest regarding Estate Tax
Posted On 2/2/2010
On January 20, 2010, the Senate took the procedural steps for placing estate tax legislation (H.R. 4154, known as “the Permanent Estate Tax Relief for Families, Farmers and Small Businesses Bill of 2009,” which passed the House of Representatives by a vote of 225 to 200 on December 3, 2009) directly on the Senate calendar, bypassing the Senate Finance Committee.
2010 Estate Planning Update
Posted On 1/1/2010
As of December 20, 2009, Congress has not passed a bill to “fix” the estate tax for 2010. Earlier in the month, the House of Representatives, on a party-line vote, passed a bill to make 2009’s $3.5 million estate tax exemption amount and 45% tax rate permanent. The Senate has taken no action on the bill, however. At this time, it appears most likely that Congress either will temporarily extend the current estate tax regime until they can pass a major tax reform bill in 2010 or they will take no action in 2009 and work on the tax bill in 2010. Any eventual estate tax legislation could be made retroactive to January 1, 2010.
WALKING TO SAVE LIVES SUSAN G. KOMEN BREAST CANCER WALK OCTOBER 2, 3 AND 4TH, 2009
Posted On 7/28/2009
Dear Family, Friends, Clients, and Advisors:
We have formed a team of walkers at Falk, Cornell & Associates, LLP. We do this because we care that too many people, particularly women, and their families are suffering through this illness and too many are dying of Breast Cancer. This is out third walk to raise funds for the research and treatment of Breast Cancer.
The 6th Annual Client Appreciation Ice Cream Social For Falk, Cornell & Associates, LLP Clients
Posted On 7/22/2009
Will be held August 13, 2009 Ice Cream Served from 6 PM to 8 PM
Mary S. Falk, Esq. and Serra Falk Goldman, Esq. will offer some insights on working with beneficiaries and trustees during the administration of living trusts. You may find yourself amazed and Surprised! The presentation will begin at 7:15 and will last twenty to thirty minutes.
Reserve your Scrumptious Scoop by August 7th, 2009 by calling Judy at (650) 463-1550, or clicking here.
Michael Jackson's Death - Why YOU Need Your Estate Planning Documents in Order
Posted On 6/29/2009
The sudden death of Michael Jackson serves as a reminder to everyone that, no matter your age, you need to have your estate planning in order. The pop superstar died on Thursday, June 25th at 50 years old. The media is speculating as to how his estate will be handled and the future of his young children. No public statement has been made in regard to his personal planning and the media and the nation will wait anxiously to see how this unfolds. If Michael Jackson prepared a Trust the public will most likely never know the details as it will be held private, however, if he had a Will it becomes part of public record. In the state of California, a Will needs to be presented within 30 days. Jackson's assets, royalties and the amount of debt he had accumulated most likely will lead to lengthy battles over his estate.
American Academy of Estate Planning Attorneys Recognized by Money Magazine Again
Posted On 5/29/2009
Carolyn Bigdas article "Rethink Your Legacy" in the June issue of Money Magazine explores the five questions you should be asking regarding your estate. The article recommends the American Academys website, www.aaepa.com, as a source to find a qualified estate planning attorney. The Associate Director of Education at the Academy, Steve Hartnett, was also interviewed in the article and lent his expertise to one of the five questions. This is the fifth mention of finding a quality attorney on the American Academys members list by Money Magazine in the last 21 issues.
Consumer Reports Recommends American Academy
Posted On 1/29/2009
The American Academy of Estate Planning Attorneys was recommended in the January 2009 Consumer Reports Money Adviser newsletter. The article “How to Avoid Inheritance Feuds” focuses on techniques for avoiding conflict after a loved one passes away.
Money Magazine Recognizes American Academy!
Posted On 12/26/2008
In the January 2009 issue of Money Magazine, Walecia Konrads article entitled "Keep It In The Family" focuses on making sure the wealth youve worked so hard to accumulate will go to the people you love.
American Academy Mentioned Again in Money Magazine!
Posted On 3/18/2008
Robert Armstrong, President of the American Academy of Estate Planning Attorneys, was interviewed by Money Magazine senior writer Penelope Wang for her article "A Midlife Money Checkup" in the March 2008 Issue.
American Academy Recommended by Nationally Syndicated Talk Show Host
Posted On 12/20/2007
The John Tesh Radio Show recommended the American Academy as a resource for finding an estate planning attorney. The segment focusing on money and finance originally aired in September 2007 and was repeated in December 2007.
American Academy Mentioned in Money Magazine
Posted On 10/25/2007
The September issue of Money Magazine has an article entitled,"20 Timeless Money Rules." Rule 17, Exiting Gracefully, is particularly significant because it emphasizes the importance of putting together your estate plan. The recommendation of Money Magazine is that you search for a member of the American Academy of Estate Planning Attorneys: "To find a lawyer, ask friends and colleagues for recommendations or get referrals online at the website of the American Academy of Estate Planning Attorneys (aaepa.com)."
Falk Cornell & Associates is Pleased To Announce A New Level of Service
Posted On 3/2/2007
Over the years the firm has received numerous requests to provide a more comprehensive wealth management and estate maintenance service. In the past, the firm was reluctant to offer services beyond the basic estate plan because the firm’s goal was to provide affordable estate planning services to clients. Though the basic estate planning services are sufficient for many clients, some clients need a more comprehensive service.
Co-authored by Mary S. Falk and Amelia Pohl
Posted On 12/8/2006
Mary S. Falk, Esq. has co-authored two books “A Will is Not Enough in California” and her latest book “Guiding Those Left Behind in California”. Guiding Those Left Behind in Californiacovers legal and practical things you need to do to settle an estate in California such as:
A Will is Not Enough in California
Posted On 11/8/2006
Mary S. Falk, Esq. has recently co-authored a book "A Will is Not Enough in California" with attorney Amelia Pohl. This book covers topics such as wills, trusts, business planning, health care and Medi-Cal Planning.
Transferring Real Property to Your Living Trust
Posted On 7/11/2006
If you have recently refinanced your home or purchased new property, we would like to remind you that it is very important to hold title in the name of your living trust. If you are interested in having our office assist you in this transfer or if you have any questions please contact our office or download this Microsoft Word document for more information.
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