Falk, Barrot and Associates, LLP

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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

Tax Planning for 2021

January 2, 2021 by Mary S. Falk, Estate Planning Attorney

Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2021 is just starting, it’s not too early to think about planning for whatever it may … [Read more...]

Filed Under: Estate Planning, Financial Planning Tagged With: donor-advised fund, estate tax planning, income tax planning

Office News

June 25, 2020 by Mary S. Falk, Estate Planning Attorney

With the Shelter In Place Order in effect, our experienced attorneys and dedicated staff remain connected remotely to our clients in a personal and meaningful way. We are working remotely as much as … [Read more...]

Filed Under: COVID19, Estate Planning, Health Care Directive, Living Trust, Restatement, San Carlos

Our Virtual Office is Open

April 23, 2020 by Mary S. Falk, Estate Planning Attorney

Falk, Barrot & Associates, LLP’s physical office is closed, but our “virtual office” is open for business. We are conducting “virtual” meetings and estate planning deliveries using some amazing … [Read more...]

Filed Under: General

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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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