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    Discussing Estate Planning Over Thanksgiving
    • 3 min

    Discussing Estate Planning Over Thanksgiving

    Thanksgiving offers a unique opportunity to discuss estate planning with family. Here are some tips for starting a successful conversation.
    12 views
    Estate Planning Should Include Your Passwords
    • 2 min

    Estate Planning Should Include Your Passwords

    With most bank and investment customers receiving financial statements electronically instead of on paper these days, your estate plan...
    32 views
    Will or Trust? Which is better?
    • 3 min

    Will or Trust? Which is better?

    You have likely heard the words “will” and “trust” as part of estate planning. What are the differences between the two, and how do you...
    5 views
    Avoiding Probate in California
    • 3 min

    Avoiding Probate in California

    Avoiding probate is a major estate planning objective of many California individuals and families. Probate is the legal court process...
    36 views
    What are the 3 “Must Have” Estate Planning Documents?
    • 3 min

    What are the 3 “Must Have” Estate Planning Documents?

    What important estate planning documents does a person need? Estate planning attorneys (such as the author) are the best qualified to...
    7 views
    Responsibilities of a Financial Power of Attorney
    • 3 min

    Responsibilities of a Financial Power of Attorney

    The concept of a Power of Attorney (POA) sounds simple, but there is a lot to know about this important part of an estate plan, says the...
    568 views
    Updating Your Estate Plan After a Divorce
    • 3 min

    Updating Your Estate Plan After a Divorce

    Updating your estate plan after a divorce should be at the top of your must do list. Forbes’ recent article, “9 Things You Need To Know...
    8 views
    How to Talk to Your Parents  About Estate Planning
    • 2 min

    How to Talk to Your Parents About Estate Planning

    Fox 5 NY says in the article “Why estate planning is important regardless of your age or wealth” that this is great time to begin talking...
    5 views
    What If My Parents’ Executor (or Trustee) Won’t Sell Their Home When They Die?
    • 2 min

    What If My Parents’ Executor (or Trustee) Won’t Sell Their Home When They Die?

    It’s common when both parents die, that they leave their home to their children. However, what happens when the sibling, who’s the...
    256 views

    Contact Us

    You will speak to or hear back from Brian personally.

    Address

    4695 Chabot Drive, Suite 200
    Pleasanton, CA 94588

    Contacts

    (925) 400-7753
    brian@quallslawfirm.com

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