Huguette Clark is a woman who definitely could have used a good Estate Planner. Heiress to Copper Magnate Senator William Clark of Montana, Huguette was heir to hundreds of millions of dollars, several sprawling homes, and numerous valuable artworks.  After living the last two decades of her life at Mount Sinai Beth Israel Hospital in...Read More

Guide to Estate Planning in the SF East Bay: Trusts In the second part of my Estate Planning Frequently Asked Questions, we’ll review some estate plan basics as well as go over what you’ll need to get started. So, first things first, if you have a will in Contra Costa or Alameda County, do you need...Read More

Probate is defined as the court managed process by which an estate is administered to beneficiaries and heirs. The probate process is long and sometimes costly, and thus it is largely recommended that persons and families with over $150,000 in assets set up a trust. A living trust will avoid probate, so long as all...Read More