Identity Fraud

Jun 16, 2017 / By: Kim Barrot, Attorney

Category: Identity Theft, Senior Citizens

With senior citizens increasingly being the victims of identity fraud, with a nearly 24 percent increase in cases from 2012-2014 when 2.6 million incidents were recorded, Medicare will be issuing new Medicare cards to its...

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Compassion & Choices

Jun 6, 2017 / By: Heather Russell

Category: End of Life Planning

In May, Falk Cornell & Associates, LLP hosted two seminars for our clients on End-Of-Life Planning. We hope everyone found them to be informative. We had two amazing speakers from Compassion & Choices. They provided...

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Appointment Scheduling

May 18, 2017 / By: Jayashree Kathardekar, paralegal

Category: Appointments, Estate Planning

Believe it or not, scheduling appointments for our clients can be challenging! We try to recognize and respect your schedule and accommodate the needs of all of our clients while we find a mutually agreeable...

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Thank you for coming to our Pancake and Shredding event!

May 1, 2017 / By: Heather Russell

Category: Client Appreciation, General, Pancake Breakfast, Shredding

We had a great crowd on Saturday April 22, 2017 for our client appreciation day. We saw many familiar faces and their families enjoying our pancakes and sausage. Congratulations to everyone who was able to...

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The effects of how you hold title to your property if you are married:

Apr 17, 2017 / By: Kim Barrot, Attorney

Category: Community Property, Joint Tenancy, Tenancy in Common

Joint Tenancy (Presumption of right of survivorship. Avoids probate.) – Only Decedent’s interest receives stepped up basis. Ex. Bill and Mary purchased home for $100k. When Bill dies, the home had a fair market value...

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Don’t’ forget to put your home in the trust if you have refinanced or are in the process of refinancing your home.

Mar 30, 2017 / By: Jayashree Kathardekar, paralegal

Category: Refinancing

Refinancing is a rewarding process and especially in today’s financial market. Many of us are in the process of refinancing our home, or have already gone through the process. Refinancing can be a lengthy and...

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When should I do an estate plan?

Mar 17, 2017 / By: Kim Barrot, Attorney

Category: Estate Planning, Probate

The simple answer is NOW! That’s right. You should do your estate plan now. While I wish there was some magical age or life event that triggers the need for an estate plan, the truth...

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Newlyweds and Common Estate Planning Mistakes

Mar 2, 2017 / By: Jenna Gimarelli

Category: Estate Planning, Wedding

My life will be changing in a month or so, and soon I will jump on the newlywed band wagon! Of course, being a planner, organizer, and working at an estate planning law firm, I’m...

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It’s 2017! A time to review …

Feb 14, 2017 / By: Kim Barrot, Attorney

Category: Amendments, Estate Planning, Guardians

You finally have time to reflect. The holiday season is done. Hopefully, while you enjoyed the holidays with your loved ones, you took a few moments to observe; not just the usual interactions of children...

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We have successfully moved to San Carlos

Feb 1, 2017 / By: Heather Russell

Category: CA, Estate Planning Attorney, Facebook, Social Media, Twitter

We are excited to be in our new location in San Carlos. If you need to schedule an appointment to have your current trust reviewed, make changes to your trust, or would like to refer...

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