2018 Senior Resource Guide

Apr 5, 2018 / By: Jenna Gimarelli

Category: Senior Resource Guide

As many of you know, in 2012 we started to distribute a resource guide for seniors that included, but was not limited to, providers in homecare services, memory care services, retirement living, nursing home care,...

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About my Family under the Legacy Plan:

Mar 15, 2018 / By: Jayashree Kathardekar, paralegal

Category: Legacy Plan

Another section in our red client estate planning binder is the Legacy Plan.  The Legacy Plan tab comprises of two (2) separate sections, the “Estate Planning Letter” and “About my Family.”  This blog focuses on...

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Our Quarterly Newsletter Choices:

Feb 23, 2018 / By: Heather Russell

Category: Newsletter

We all know how much our clients love our quarterly newsletter and enjoy the many fascinating articles that we provide. We also enclose flyers with special events, like our highly anticipated annual Pancake Breakfast and...

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California Legislature Has Imposed a New Recording Fee:

Jan 31, 2018 / By: Jayashree Kathardekar, paralegal

Category: Building Homes and Jobs Act, California Legislature

(SB-2 Building Homes and Jobs Act) Commencing January 01, 2018, as well as the standard recording fees per document, the California Legislature has imposed an additional new recording fee of $75.00 per parcel for each...

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Happy New Year Gift!

Jan 25, 2018 / By: Heather Russell

Category: Living Trust Seminar, Seminars

Let’s start this year off with a little gift from Falk, Cornell & Associates, LLP. Do you belong to a club or organization? Do you think members would benefit from a complimentary seminar hosted by...

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2018 Federal Estate Tax Exemption Rate and Annual Gift Tax Exclusion

Jan 15, 2018 / By: Jenna Gimarelli

Category: 2018 Taxes, Gift Tax

The tax limits for 2018 have changed. The applicable estate tax exemption for 2018 has increased to $11.2 million per individual (an increase from the 2017 rate of $5.49 million per individual). Therefore married couples...

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2018 Senior Resource Guide

Nov 20, 2017 / By: Heather Russell

Category: Senior Resource Guide

We are in the process of updating our Senior Resource Guide and would love any recommendations you, your friends and family would like to share with us.   Our senior guide contains resources such as...

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Seasons Change

Oct 31, 2017 / By: Jenna Gimarelli

Category: Fall, Trust, Will

It seems as though we were just celebrating the fact that the weather was getting warmer and summer activities were about to commence. As fast as you could look to the left and look to...

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Estate Planning does not have to be a painful process

Oct 18, 2017 / By: Jayashree Kathardekar, paralegal

Category: Estate Planning, Estate Planning Attorney

For most of us, coming to terms with our own mortality, is a painful process.  However, death is inevitable and planning for it is essential.  Since estate planning involves having to answer difficult questions, may...

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Article: “The problems with doing your own estate planning”

Oct 9, 2017 / By: Jenna Gimarelli

Category: Estate Planning, Revocable Trust

I was searching the newsfeed when this article caught my attention. I think this is a good read because, while many people understand the complexities of estate planning, many do not. This article seems to...

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