Wednesday, January 17, 2018
Wednesday, January 10, 2018
Divorce rates increase by one third in January
Preparing for Divorce: Understanding the financial implications
People considering separation should review their taxes
Money and children are the most contentious topics for divorcing couples
Run a credit report on yourself
Review retirement plans and insurance policies
Saving money and stress with CDP’s Uncontested Divorce
We guide our clients through the step-by-step Divorce process
Thursday, January 4, 2018
One client’s story illuminates the need for planning
Recent heart procedure left Grandpa with diminished physical capacity
It gets more complicated: Meet Grace
Time to have “the talk” with Grandpa
End-of-life planning discussions never get any easier
Wednesday, December 20, 2017
California: A community property state
Temporary restraining order prevents disposing of property without spousal consent
Divorce clients: Strongly consider reviewing your estate-planning documents
Wednesday, December 13, 2017
Entrepreneurship is no longer the exclusive domain of the young
Other typical demographic information of olderpreneurs in the U.S.
Regardless of age, new business owners need to identify a business formation structure
From sole proprietor to corporation
The growing popularity of LLCs
Wednesday, December 6, 2017
The solution is a Conservatorship
Jane Bryant Quinn recommends long-term planning to protect against poor decision-making later in life
Loss of powers might come on us gradually or suddenly
Other considerations for your long-term planning
Tuesday, November 28, 2017
For many people these days, working remotely is the way business gets done, and California Document Preparers is able to accommodate clients who live outside the greater Bay Area. We frequently get calls from those who are located in different parts of California or even different states who would like our assistance in creating legal documents.
Last month, “Jo” called to inquire about our Living Trust package. We provided a brief explanation of our services, detailed the pricing and suggested that she come into our office so we could show her samples, review the process, and answer her questions. As it turned out, Jo lived in Calaveras County and driving to our office represented two-plus hours each way. We further explained our process and the documents we would be preparing. She gave us her email address and we sent her our Trust overview, workbook and price list.
Barely one week later, Jo emailed us the completed workbookShe was very impressed with our customer service, paid us by credit card and scheduled a meeting to review and sign the Trust and other estate-planning documents because she had decided it was worth the long drive.
We are always happy to work remotely with our clients by answering questions, forwarding materials and transacting as much business as possible by phone and email. Most of our clients are from the greater Bay Area, so we develop a face-to-face relationship while working on their documents. We look forward to clients from the Central Valley, Southern California and northern counties coming in to complete the signing of their Trusts. It gives us the opportunity to meet them in person, walk them through the contents of the Trust and explain the funding process.
Remote clients can arrange for the Trust’s signing in a convenient locationIn those cases where our remote clients cannot meet in our offices for the signing, they can arrange the signing with a local notary. We send detailed instructions for the signing process, highlighting those areas of the Trust and other estate-planning documents that require signatures, initials and dates.
Because of our personal attention and service, Jo’s brother and friends have become Living Trust clients as well. We believe our thoroughness makes a difference. We do not charge for our time and are happy to answer questions. We want our clients to be informed and comfortable about the decisions they are making. Ask any small business owner: the best compliment he/she can receive is a referral of new business from a happy client.