Falk, Cornell & Associates, LLP

An Estate Planning Law Firm

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Tax Planning for 2021

January 2, 2021 by Mary S. Falk, Estate Planning Attorney

Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2021 is just starting, it’s not too early to think about planning for whatever it may … [Read more...]

Filed Under: Estate Planning, Financial Planning Tagged With: donor-advised fund, estate tax planning, income tax planning

Face to Face

February 19, 2020 by Jayashree Kathardekar, paralegal

As our lives become busier and technology becomes more integrated into our lives, we find that nothing compares to the personal (face to face) interaction between our clients, attorneys and … [Read more...]

Filed Under: Attorney, Estate Planning

Estate Planning “Why”

January 9, 2020 by Heather Russell

People often have questions about Estate Planning. This is the sixth in a series of articles addressing those questions. This sixth article addresses “why” to do Estate Planning. Read on to learn … [Read more...]

Filed Under: Estate Planning, Estate Planning, Health Care Directive, No Estate Plan

Keep your Estate Planning Documents and Other Important Legal Documents In a Safe Place.

October 30, 2019 by Jayashree Kathardekar, paralegal

After signing the estate planning documents, our clients are given their original signed documents and copies of their documents in a red Estate Planning Portfolio.  Mary Falk, the principal of the … [Read more...]

Filed Under: Attorney, Estate Planning, Estate Planning, Living Trust, Original Documents

Restatement/Amendments to your Living Trust

September 24, 2019 by Heather Russell

Did you establish your estate plan several years ago? Do you have significant changes in your family? Are you in need of changing those you have named to act as a Successor Trustee or Guardian? Have … [Read more...]

Filed Under: Assets, Estate Planning, Restatement

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Change is inevitable! See if your plan is outdated and if you need to take action to protect your loved ones.

Office Address

865 Laurel Street, Suite 4
San Carlos, CA 94070
United States (US)
Phone: (650) 463-1550
Fax: (650) 463-1560

Opening hours

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM

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