Falk, Barrot and Associates, LLP

An Estate Planning Law Firm

Request a Free Consultation
Call Us Today (650) 463-1550
  • Home
  • Our Firm
    • About Our Firm
    • About The American Academy
    • Advantages of Working With Our Firm
    • Attorney and Staff Profiles
    • News & Events
    • Speaker Connection
  • Services
    • Asset Protection & Business Planning
    • Estate and Gift Tax Figures
    • Estate Planning Services
    • Family-Owned Business
    • Incapacity Planning
    • IRA & Retirement Planning
    • Legacy Planning
    • LGBTQ Estate Planning
    • Pet Planning
    • Senior Resource Guide
    • SECURE Act
    • Special Needs Planning
    • Trust Administration & Probate
  • Seminar
  • Resources
    • Client Resources
    • Consumer Resources
    • ELDER LAW REPORTS
    • Estate Planning & Related Forms
    • Newsletters
    • Professional Resources
    • Published Books
    • Reports
      • Advanced Estate Planning
      • Basic Estate Planning
      • Estate Planning for Niches
      • Trust Administration
  • Contact Us
  • Blog

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

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

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

Face to Face

February 19, 2020 by Jayashree Kathardekar, paralegal

As our lives become busier and technology becomes more integrated into our lives, we find that nothing compares to the personal (face to face) interaction between our clients, attorneys and … [Read more...]

Filed Under: Attorney, Estate Planning

  • 1
  • 2
  • 3
  • …
  • 6
  • Next Page »

Is Your Plan Outdated?

Change is inevitable! See if your plan is outdated and if you need to take action to protect your loved ones.

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

Map

fc_sidbr_map
logo
x

YES! I would like access to over 40 Worksheets and Checklists discussed in The Ultimate Caregiver Guide!

© 2022 American Academy of Estate Planning Attorneys, Inc.