Article: “Five Myths to Overcome with New Estate-Planning Clients

Sep 11, 2017 / By: Jenna Gimarelli

Category: Estate Planning, Prince

While the article is directed more for the attorney creating the estate plan, I thought this short article with its slideshow was a good read. I feel like the misconceptions mentioned within the article are...

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Distributing Your Personal Items:

Aug 11, 2017 / By: Jayashree Kathardekar, paralegal

Category: Estate Planning Letter

We all have sentimental personal items, some with little market value and some more valuable, which we wish to leave to family members and friends.  These items can include jewelry, family heirlooms, and artwork or...

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Please join us for one of our upcoming client seminars:

Aug 1, 2017 / By: Heather Russell

Category: Inheritance, Successor Trustee, Trustee

We are pleased to host two more client seminars this August. Since our clients want to make things as easy for their Successor Trustee as possible, we have created Trustee Class. It is an hour...

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Article: “Five ways to bulletproof your estate plan”

Jul 14, 2017 / By: Jenna Gimarelli

Category: Estate Planning

Estate plans and all aspects related to them can be rather daunting. Talking about these topics can make many people uncomfortable, but it helps avoid bigger issues in the future. Below you will find an...

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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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