Falk, Barrot and Associates, LLP

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Living Trust Webinars for your Friends and Family

April 20, 2022 by Kim Barrot, Attorney

UPCOMING LIVING TRUST WEBINARS: FOR FRIENDS AND FAMILY Your friends and family are inspired by the comfort you have knowing that you have executed your estate plan and have protected your family … [Read more...]

Filed Under: Assets, Estate Planning, Living Trust, retirement planning, Webinars

National Family Caregivers Month

November 8, 2021 by Kim Barrot, Attorney

This November, Falk, Barrot and Associates, LLP invites you to recognize National Family Caregivers Month (NFCM). A caregiver is anyone who cares for someone who can no longer care for themselves. … [Read more...]

Filed Under: Caregivers, Elderly Care, Estate Planning, Health Care Directive, Senior Resource Guide

Dangers of Do-It-Yourself Estate Planning

August 1, 2021 by Kim Barrot, Attorney

Occasionally, those who are not Estate Planning attorneys will attempt to do their own Estate Planning. Perhaps they’ll go online and get a document to use. Unfortunately, Estate Planning is about far … [Read more...]

Filed Under: Estate Planning, legal education Tagged With: attorney, consumer, Do-It-Yourself, estate planning

CHOOSING THE RIGHT SUCCESSOR TRUSTEE

April 20, 2021 by Mary S. Falk, Estate Planning Attorney

A Successor Trustee is an individual (child, sibling or friend), institutional trust department or a licensed professional private fiduciary chosen by you to manage your living trust upon your … [Read more...]

Filed Under: Estate Planning, Refer a Friend, successor trustee

California Voters Pass Proposition 19

January 12, 2021 by Mary S. Falk, Estate Planning Attorney

This law goes into effect February 16, 2021. California Proposition 19 passed in the November 2020 election. It eliminates the parent to child exclusion for property tax reassessment when the … [Read more...]

Filed Under: Estate Planning, Proposition 19

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Office Address

Falk, Barrot and Associates, LLP
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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