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Is your paperwork up to date?
The names are fictitious, but the story is, unfortunately, very real. This is an example of the way in which a simple legal procedure would have saved prolonged anguish and still-uncalculated expense. In my experience, I find many of these kinds of situations where people wait...
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Are your children protected?
Debbie was a woman who came to me when she was already in the last phase of her journey with breast cancer. She had waited during more than a year of treatment to begin her estate plan and she knew she needed to act fast. She had a 12-year old daughter and an ex-husband who...
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Have you updated your estate documents?
Tom died in his sleep with a Will he’d created three decades ago, dividing everything equally among his four children, who are now adults. When he made the Will, he was recently divorced from the children’s mother and had some rural land that wasn’t worth...
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Did you fund your trust?
A major purpose of a revocable living trust is to hold title to your property so that it will pass to your beneficiaries without having to go through an expensive probate proceeding. “Funding” a trust is the term used for putting assets in your name as trustee, after you’ve...
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Estate plans are for everyone
Single or married, young, middle-aged or old, everyone can benefit from an estate plans. Often times, people think that estate plans are only for the wealthy. In fact, all of us can benefit from having a plan and a trustee of our estate. Isn’t it about time you...
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"For Greater Peace of Mind"
Wills, Trusts, Estate Administration
Greetings!
During this critical time period, I am continuing to meet with clients by phone and also by email.
Please feel free to let me know if you’d like to schedule an appointment by phone. Or email me to let me know about your estate planning needs.
As soon as possible, I’ll let people know when we can meet again in person.
Now is a good time to calmly review and update one’s estate planning documents. We want to minimize the things we’re worrying about.
Estate plans are not just for the wealthy
A common misunderstanding is that people don’t think they need an estate plan because they’re not wealthy. This perception is a misperception. You don’t have to have an “estate” complete with tennis courts and a hot tub: everyone needs to make basic arrangements for who will inherit their “stuff” and who will take care of them should the need arise.
Contact Dr. Diamond
Phone
510.241.4489
Richmond
3150 Hilltop Mall Road
Richmond, CA 94806
Berkeley
2140 Shattuck Avenue
Suite 304
Berkeley, CA 94704
Or send Dr. Diamond an email at: saraRdiamond at sbcglobal.net