What is the phone number for Rose Law Firm of Napa Valley, Inc. in Napa CA?

You can reach them at: 707-681-5373. It’s best to call Rose Law Firm of Napa Valley, Inc. during business hours.

What is the address for Rose Law Firm of Napa Valley, Inc. on lincoln ave in Napa?

Rose Law Firm of Napa Valley, Inc. is located at this address: 1775 Lincoln Ave Napa, CA 94559.

What are Rose Law Firm of Napa Valley, Inc.(Napa, CA) store hours?

Rose Law Firm of Napa Valley, Inc. store hours are as follows: Mon-Fri: 9:00AM - 5:00PM, Sat-Sun: Closed.

Rose Law Firm of Napa Valley, Inc. on lincoln ave, Napa, CA

Latest

A: According to Trevor Rose, "One valuable tip, although insurance-related and not necessarily a legal tip, is to contact your insurance agent and have them revisit and advise you on your replacement cost coverage on your homeowner’s insurance. You want to ensure that, in the event you lose your home to a fire, the insurance company will cut you a check sufficient to actually rebuild your home in light of the greatly increased cost of labor and materials in recent years, especially here in the Napa area." Thank you so much to the first responders who are relentlessly working to keep us safe. You truly are local heroes! #NapaStrong #SonomaStrong #StaySafe #ThankYouFirstResponders #WednesdayWisdom #HomeownersInsurance #GlassFire #NapaCounty #SonomaCounty MYNAPALAWYER.COM Q: Is there anything we can do to financially protect our homes in case of fires in the future? | Rose Law Firm of Napa Valley, Inc.

We love this community and are here to extend our support. Please reach out to us for whatever form of help you need. Phone (text enabled): (707) 681-5851 Email: team@mynapalawyer.com #GlassFire #SonomaCounty #NapaCounty #HereToHelp #StaySafe #SonomaStrong #NapaStong

Our favorite time of year in Napa is approaching...when amber and crimson start to creep into the vineyards 💛 We love this scenic town of ours! #NapaValley #Autumn #Vineyards #RoseLawFirmOfNapaValley #Grateful #NapaLawFirm

Happy Wednesday everybody! Can you painfully relate? Read up for guidance! #EstatePlanning #TrustAdministration #RoseLawFirmOfNapaValley #Inheritance #PlanAhead #WednesdayWisdom MYNAPALAWYER.COM Q: How do I keep my children from blowing away their inheritance? | Rose Law Firm of Napa Valley, Inc.

What is the main reason you don't have a will or trust? According to Caring.com's 2020 survey, the main reason Americans don't have a will or trust is that they just haven't gotten around to it. You can now do it in your pj's! You can get your estate planning done from the comfort of your home. What if we told you that you can schedule your complimentary consultation right now in less than 60 seconds? Don't believe us? Try it out yourself: https://mynapalawyer.as.me/ #estateplanning #procrastination #virtualappointments #roselawfirmofnapavalley

Today we spontaneously celebrated the last Friday of summer with what Trevor named our first "Annual Office Caprese Party"! We hope everyone enjoys their last weekend of summer ☀️ #lastfridayofsummer #teamlunch #roselawfirmofnapavalley #happyfriday

Raise your hand if you're ready for the weekend! 🥳 (We had to share just a few outtakes from the Napa Spotlight - Best Version Media photoshoot) #HappyFriday #Family #NapaValley #RoseLawFirmofNapaValley #EstatePlanning #Attorney

Not sure what your assets are? We've compiled a list of the top 10 to include in your estate plan to help get you started. 1. Insurance Policies 2. Bank and Retirement Accounts 3. Deposit Boxes (and keys) 4. Real Estate/Mortgages 5. Valuable Personal Property 6. Vehicles/Boats 7. Business Interests 8. Receivables 9. Passwords 10. Location of Hidden Cash! #WednesdayWisdom #Assets #List #EstatePlan #EstatePlanningAttorney #RoseLawFirmOfNapaValley #Napa #Lawyer MYNAPALAWYER.COM Q: I've been told I should leave an asset list as part of my estate plan. What are the top 10 items I should include? | Rose Law Firm of Napa Valley, Inc.

El blog de Octubre está aqui! (Simplemente haz clic en el enlace abajo). En la publicación de este mes, nuestro licenciado explica qué deberías tener en cuenta cuando heredas una propiedad 🏠 #RoseLawFirmOfNapaValley #Blog #PlanificacíonPatrimonial #Herencia #Propiedad #Español #Inheritance MYNAPALAWYER.COM Preguntas y respuestas sobre la herencia de las propiedades inmobiliarias | Rose Law Firm of Napa Valley, Inc.

How awesome would it be to schedule an appointment with your attorney just by tapping your phone? A complimentary consultation with Trevor is only 5 taps away! Head to our website or tap "book now" on our page to try it out. (Bonus points if you can spot who our super famous client is.) #MobileScheduling #EstatePlanning #Probate #TrustAdministration #Business #RealEstate #RoseLawFirmOfNapaValley #EstatePlanningAttorney

The Rose family cleans up nicely! We're so excited to have Trevor and Valentina's family featured in this month's issue of the Napa Spotlight magazine. Thank you SeaTimber Media for the great family photo, and Napa Spotlight - Best Version Media for eloquently putting Trevor and Valentina's story to paper. #RoseLawFirmOfNapaValley #NapaSpotlight #NapaValley #Family #Magazine #NapaAttorney #EstatePlanning #Probate #Trust #TitleAndDeeds #Business Marcel Goldberg is with Valentina Rose and 2 others. October 1 at 11:44 PM · "World Travelers Come Home to Napa" Read about the Rose family in the October issue of Napa Spotlight!

Could I lose my inheritance in the divorce? MYNAPALAWYER.COM Protecting Property During A Divorce

Court appearance, Covid style! Dressing up for a court appearance has a different meaning these days - "dressing up" means putting on the upper half of a suit and "court appearance" means joining a Zoom meeting at your desk. #EstatePlanning #Attorney #Probate #TrustAdministration #CourtAppearance #CovidStyle #RoseLawFirmofNapaValley #Napa

It's voting season! California Proposition 19 proposes changing the rules for tax assessment transfers. We've explained what voting "yes" vs. "no" means so that you're ready to vote! 🗳 #WednesdayWisdom #Prop19 #VotingSeason #EstatePlanning #TrustAdministration #RoseLawFirmofNapaValley #Attorney #Napa #California MYNAPALAWYER.COM Q: Prop 19 is on the ballot. What does it do? | Rose Law Firm of Napa Valley, Inc.

TUE, OCT 20 AT 5:30 PM PDT Emergency Estate Planning - Be Ready for Mother Nature!

It's already Wednesday and we have a great question this week! A: According to Trevor, "As soon as possible after the divorce proceedings have been initiated, you should update your estate plan/trust, powers of attorneys for finances and health, and as many beneficiary designations as possible. Remember: divorces can last several years in court and, for estate planning purposes, the law will still consider your soon-to-be ex-spouse your current spouse and continue to leave everything to him or her (assuming those were your wishes previously) in the event you die before the divorce decree is FINAL!" Keep sending your questions to mkt@mynapalawyer.com! #WednesdayWisdom #EstatePlanning #Divorce #Trust #Probate #Court #Attorney #RoseLawFirmofNapaValley #Napa MYNAPALAWYER.COM Should I update my estate plan if I am getting a divorce? | Rose Law Firm of Napa Valley, Inc.

We can’t think of a more productive way to spend an hour of your 2020 than with Trevor and Mark learning about emergency estate planning. Inform yourself now so that you’re prepared later! Last chance to register! Register here: tinyurl.com/EmergencyEstatePlanning #EstatePlanning #Attorney #FinancialPlanning #Emergency #BePrepared #Webinar #RoseLawFirmofNapaValley #Napa

#WednesdayWisdom A: The short answer is NO: you almost certainly will NOT have to pay any gift taxes. You can make $11.58 million dollars’ worth of gifts in your lifetime without incurring any gift tax liability. So if you don’t want to pay the gift tax, all you have to do is DECLARE the $85,000 that you gifted over the $15,000 annual allowable amount on a gift tax return, and the IRS will deduct that $85,000 from the lifetime exemption amount you have remaining. Therefore, unless you’ve already maxed out your allowance (which means you are VERY generous indeed), most people have a whole LOT more money and assets they can give away before the tax man ever shows up at their door with a bill! #EstatePlanning #Assets #GiftTax #RoseLawFirmofNapaValley #Attorney #Napa

Communication is everything! In order to take confidentiality and efficiency seriously, we use the app, Communicate, to directly message our clients, share their files in one spot, and give them 24/7 access to their matters. Communication with us is secure, transparent, and most importantly...the file sizes are limitless! 🙌 #EstatePlanning #TrustAdministration #Probate #Business #RoseLawFirmofNapaValley #Napa #Attorney #Communicate #Efficiency #Transparency #Security

Places, everyone, places! 🎬 The third week of October has been designated by Congress as National Estate Planning Awareness Week, and we're celebrating by shining a spotlight on estate planning mistakes that celebrities have made. With all the money they have, you'd think they'd be able to afford good estate planning advice, but even they make mistakes that we see all the time! For the full list, head to: https://www.mynapalawyer.com/blog/2020/10/celebrity-estate-planning-mistakes/ #EstatePlanning #Awareness #Will #Trust #Mistakes #PlanAhead #RoseLawFirmofNapaValley #Attorney #Napa

Today is Day of the Dead, a holiday that celebrates family and commemorates lost loved ones. It's an opportunity to not only think about how we’d like to be remembered, but also about the logistics of leaving behind assets and financial obligations. You can set up a complimentary consultation (here: mynapalawyer.as.me) to ensure that your friends and family can celebrate you when you've passed on, and not stress over wondering what you would have wanted or dealing with unintended outcomes. #EstatePlanning #DiadelosMuertos #DayoftheDead #Family #PrepareNow #TrustAdministration #Attorney #RoseLawFirmofNapaValley #Napa

Waldo, Harry Potter, an old lady, a bumblebee, and a beekeeper all walk into a law firm… Happy Halloween Eve everyone! Can you tell our office is excited? How ever you’re celebrating tomorrow, we hope it's fun, spooky, and safe! 🎃 #Halloween #Costumes #HappyHalloween #StaySafe #StaySpooky #EstatePlanning #Attorney #Napa #LawFirm #RoseLawFirmofNapaValley

Figuring out exactly which children get which assets can be an art in itself. MYNAPALAWYER.COM How Can I Peacefully Divvy Out My Assets?

We are proudly committed to our community, so receiving feedback like this always makes our day. One of our main priorities is giving our clients the best information "thoughtfully and clearly" - thank YOU Erika for the thoughtful review! #EstatePlanning #TrustAdministration #Probate #Business #CommittedtoCommunity #Testimonial #Review #RoseLawFirmofNapaValley #Attorney #Napa

Though wills are designed to protect the wishes of the benefactor, they can still be contested by these 2 groups of people. MYNAPALAWYER.COM Who Is Allowed To Challenge A Will?

Today is National Love Your Lawyer Day and obviously, we wouldn't miss it! We're pretty proud to have such an amazing attorney, but we might be a little biased! #LoveYourLawyerDay #ProudStaff #RoseLawFirmofNapaValley #EstatePlanning #TrustAdministration #Business #Probate #Napa #Attorney

Can you believe it's almost Thanksgiving? Whether you're a human or a turkey, now is the time to take care of your family and get your estate planning in order! 🦃 #EstatePlanning #Thanksgiving #Family #Prepare #TrustAdministration #Probate #RoseLawFirmofNapaValley #Attorney #Napa

This week's #WednesdayWisdom is about fraud prevention and an important one to keep in mind! A: Sadly, it has become much more common in recent years for elderly individuals - who oftentimes live in isolation, have reduced cognitive function, and are more susceptible to undue influence and financial exploitation - to do things like unexpectedly sign over their property or sign a power of attorney in favor of a disfavored child or another person they might live with. If you suspect this may be taking place, please contact your local law enforcement agency, District Attorney’s Office, or Adult Protective Services. #FraudPrevention #ElderAbuse #EstatePlanning #TrustAdministration #Probate #Business #RoseLawFirmofNapaValley #Napa #Attorney MYNAPALAWYER.COM How do we recognize elder abuse and what can we do if it’s taking place?

Ayúdate a ti y a tu familia con nuestro blog de Noviembre! Aquí puedes encontrar algunos detalles sobre los planes patrimoniales que incluyen planificación en caso de incapacidad, y como esos pueden ayudarte a mantener control sobre tu vida. #Planificaciondeincapacidad #poderes #PowerofAttorney #RoseLawFirmOfNapaValley #Blog #PlanificacíonPatrimonial MYNAPALAWYER.COM Planificar en caso de incapacitad hoy, puede ahorrar mucho dolor de cabeza a tu familia mañana | Rose Law Firm of Napa Valley, Inc.

Have you checked out our probate calculator on our website? It's a quick and simple way to figure out both the attorney's fees as well as the executor's commissions for your estate. We've made it easy for you - try it out: https://www.mynapalawyer.com/probate-calculator/ #ProbateCalculator #Website #EstatePlanning #TrustAdministration #Business #Probate #RoseLawFirmofNapaValley #Attorney #Napa

Ready for this week's #WednesdayWisdom? Trevor's answer is below! ⬇️ A: It may have been easy, but it is far from the best way! With respect to capital gains tax liability, when your mom gifted you her property, she unfortunately also gifted you her tax basis. This means, for example, that if your mom paid $50,000 for the property - and let’s say it’s worth $1M now - if you ever want to sell the property, you’ll have to pay capital gains taxes on the difference between the sales price and the purchase price. However, if you want to ERASE all of that appreciation and tax liability, you should talk to an attorney about the best way for you to INHERIT the property in order to take advantage of what’s known as the “stepped-up tax basis”. For capital gains tax purposes, it is always better to receive by way of inheritance and NOT by way of gift! #WednesdayWisdom #Probate #CapitalGainsTax #Inheritance #EstatePlanning #TrustAdministration #RoseLawFirmofNapaValley #Attorney #Napa MYNAPALAWYER.COM Why Signing a House Over isn't the Best Way to Avoid Probate | Rose Law Firm of Napa Valley, Inc.

📣📣📣 Attention fellow Californians! 📣📣📣 With the passing of Prop 19, the property tax reassessment landscape on transfers between parents and children has completely changed. After seeing some initial interest, we wanted to ask: 𝗪𝗼𝘂𝗹𝗱 𝘆𝗼𝘂 𝗯𝗲 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁𝗲𝗱 𝗶𝗻 𝗮 𝗹𝗲𝗴𝗮𝗹 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗽𝗮𝗰𝗸𝗮𝗴𝗲 𝘁𝗵𝗮𝘁 𝗿𝗲𝘃𝗶𝗲𝘄𝘀 𝘆𝗼𝘂𝗿 𝗰𝘂𝗿𝗿𝗲𝗻𝘁 𝗽𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝘀𝗶𝘁𝘂𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗮𝗻𝗮𝗹𝘆𝘇𝗲𝘀 𝗵𝗼𝘄 𝗣𝗿𝗼𝗽 𝟭𝟵 𝗺𝗶𝗴𝗵𝘁 𝗮𝗳𝗳𝗲𝗰𝘁 𝘆𝗼𝘂? #Prop19 #PropertyTax #Reassessment #estateplanning #TrustAdministration #Probate #RoseLawFirmofNapaValley #Attorney #Napa

No one knows what type of medical treatment you want more than you do! This week we explain the importance of having an advanced health care directive and what could happen without one. #WednesdayWisdom #EstatePlanning #AdvanceHealthCareDirective #MedicalDecisions #PlanAhead #Prepare #TrustAdministration #RoseLawFirmofNapaValley #Attorney #Napa MYNAPALAWYER.COM Q: Why are Advance Health Care Directives so crucial? | Rose Law Firm of Napa Valley, Inc.

We're bringing this deal back for today only! 🥳 Your first consultation will still be free AND we're taking 20% off your estate planning package. There's still time to get your estate planning done before the end of the year! #EstatePlanning #CyberMonday #Deal #Ilovemyattorney #ScheduleToday #RoseLawFirmofNapaValley #Attorney #MyNapaLayer #NapaValley #TodayOnly

Is estate planning still on your to do list from 2017? If you can't stop thinking about it - schedule it! Don't let this deal pass you by! If you schedule a future appointment today, you'll receive 20% off your estate planning package. #EstatePlanning #BlackFriday #Deal #Ilovemyattorney #ScheduleToday #RoseLawFirmofNapaValley #Attorney #MyNapaLayer #NapaValley

Still wondering which parent transfer rules are changing under Prop 19? Do you know the disadvantages of transferring assets to your children right now? We're now offering appointments to review how Prop 19 will impact YOUR situation specifically! You can book your free consultation to discuss Prop 19 here: www.mynapalawyer.as.me In the meantime, we recommend reading this great article that addresses those questions and more about Prop 19. #Prop19 #ParentChildTransfer #ParentChildExclusion #PropertyTaxes #FreeConsultation #EstatePlanning #RoseLawFirmofNapaValley #MyNapaLawyer #Napa #Attorney SFCHRONICLE.COM Kathleen Pender | How Prop. 19 will (or won’t) affect real estate held in a trust San Francisco Chronicle December 5 at 4:05 PM · Prop. 19 will reduce or eliminate some generous tax breaks that families get when property is transferred between parents and children. But it won’t change the rules for trusts themselves.

San Francisco Chronicle December 5 at 4:05 PM · Prop. 19 will reduce or eliminate some generous tax breaks that families get when property is transferred between parents and children. But it won’t change the rules for trusts themselves.

What is the difference between naming children in a will and listing beneficiaries who inherit assets? MYNAPALAWYER.COM Entrusting A Legacy

It's beginning to look a lot like Christmas in our office! 🎄 Thank you to our awesome neighbors, Placer Title Company - Napa, for the adorable personalized pillow! (P.S. We promise Trevor was smiling - it's hard to tell these days 🤣) #HolidaySeason #HolidaySpirit #AwesomePresent #RoseLawFirmofNapaValley #EstatePlanning #TrustAdministration #Probate #Business #Napa #LawFirm #Attorney

It's the end of the year and we want to hear from you! Knowing that we are already compassionate and ethical, what's most important to you in an attorney? Comment the number that corresponds to your answer ⬇️ Here's to progress and growth in the new year! #EndofYear #Poll #ComentBelow #EstatePlanning #RoseLawFirmofNapaValley #MyNapaLawyer #Napa #Attorney #LawFirm

As well-experienced jugglers between working at home and working in an office, we've curated a holiday gift guide: office edition! 🎁Consider supporting local businesses this year by gifting the at-home or office worker in your life with one of these Rose Law Firm favorites ❄️ P.S. If you're looking for a nonprofit to donate to, we suggest considering CASA 😊 Riza Plants Napa Bookmine Makers Market Copperfield's Books Antiques On Second sweetiepiesbakerynapa #GiftGuide #OfficeEdition #HappyHolidays #LocalBusinesses #ShopLocal #ShopSmall #RoseLawFirmofNapaValley #Napa #LawFirm #EstatePlanningAttorney #MyNapaLawyer

You can probably guess the answer to this one... 1. “I’m too young.” 2. “I don’t want to think about death.” 3. “My kids get along, so there won’t be a fight over my estate.” 4. “Estate planning is expensive.” 5. “My estate isn’t big enough to warrant an estate plan.” 6. “It’s a lot of work.” 7. “I don’t know why I need one.” Perhaps one of these reasons even used to be your own, but with the new year around the corner, we challenge you to consider: 𝐖𝐡𝐚𝐭 𝐚𝐫𝐞 𝐬𝐨𝐦𝐞 𝐨𝐟 𝐭𝐡𝐞 𝐫𝐞𝐚𝐬𝐨𝐧𝐬 𝐲𝐨𝐮 𝐰𝐢𝐥𝐥 𝐛𝐞 𝐭𝐚𝐤𝐢𝐧𝐠 𝐜𝐚𝐫𝐞 𝐨𝐟 𝐘𝐎𝐔𝐑 𝐞𝐬𝐭𝐚𝐭𝐞 𝐩𝐥𝐚𝐧 𝐭𝐡𝐢𝐬 𝐲𝐞𝐚𝐫! #EstatePlanning #Excuses #NewYear #NewBeginning #RoseLawFirmofNapaValley #MyNapaLawyer #Napa #LawFirm #EstatePlanningAttorney MYNAPALAWYER.COM Q: What are some of the reasons you must hear all the time for not getting their estate plan in order? | Rose Law Firm of Napa Valley, Inc.

There's no such thing as too cheesy during the holidays, right? Next year our cheesiness will be able to come to you in the form of a group picture (with Wendy)! We hope everyone has a relaxing weekend! 🎄 #HappyHolidays #SeasonsGreetings #falalalala #HappyFriday #RoseLawFirmofNapaValley #EstatePlanning #Napa #EstatePlanningAttorney #LawFirm

🐾 This week's question is one of the best yet! 🐾 And our answer is absolutely! We have prepared many trusts for cats, dogs, and other pets as well, and they can be personalized just like trusts for your family and children. For example, the pet trust would name a trustee, who would hold cash or other assets for the benefit of your pet. Funds held in the trust would be used to pay for the pet's care and related expenses, such as food, veterinary check-ups, emergency veterinary care, medication, grooming costs, boarding costs, etc. You could also use a pet trust to specify end of life care treatment for pets, and any burial or cremation arrangements that you'd prefer once your pet passes away. #WednesdayWisdom #PetTrust #EstatePlanning #Trustee #Assets #TrustAdministration #RoseLawFirmofNapaValley #EstatePlanningAttorney #Napa

Merry Christmas from our families to yours! 🌟🎄☺️ #MerryChristmas #HappyHolidays #RoseLawFamily #RoseLawFirmofNapaValley #EstatePlanningAttorney #Napa #LawFirm

Need a break from the holiday commotion and rush? Take a moment to read our #WednesdayWisdom below! It is very common and understandable for people to set up their estate plan assuming all the people you want to leave money to are still living at the time of your own death. However, far too many court battles have taken place due to a lack of contingency planning, which is the naming of successor beneficiaries in the event one of your named beneficiaries predeceases you. Although it’s uncomfortable and even morbid to put thought into these possibilities, we cannot emphasize how critical it really is, especially in making sure your assets ultimately end of in the hands of your chosen beneficiaries, and not by way of a prolonged, expensive and contentious litigation. #EstatePlanning #ContingentBeneficiaries #TrustAdministration #Will #ContingencyPlanning #Assets #RoseLawFirmofNapaValley #Napa #LawFirm #EstatePlanningAttorney

Are you a planner? We're helping you look ahead into the new year with a 2 part blog series Trevor wrote on making sure your estate plan is up to date. Today's covers what an incapacity plan includes as well as which parts might need updating. You can find the blog here: https://www.mynapalawyer.com/blog/2020/12/47234/ #EstatePlanning #IncapacityPlan #EndofYear #Checklist #PowerofAttorney #AdvanceHealthCareDirective #HIPAA #RoseLawFirmofNapaValley #Blog #Napa #Attorney

Here's to the new beginnings of a new year! We are so happy to greet a new year that is already filled with the promise of progress. Whether your own small form of progress looks like getting your estate planning done, finally mastering the art of Zoom, or ordering in from more Napa restaurants, cheers to moving forward & looking ahead! 🥂 #HappyNewYear #Cheers #NewBeginnings #Progress #RoseLawFirmofNapaValley #EstatePlanning #TrustAdministration #EstatePlanningAttorney #Napa #lawfirm #attorney

SCHEDULED MAINTENANCE NOTIFICATION FROM FRIDAY 01/01/2021 TO MONDAY 01/04/2021 We hope you are looking forward to a long New Year Day weekend! We want to make you aware that during this long weekend Rose Law Firm of Napa Valley will be taking the opportunity to do an upgrade to our email server to add more capacity to our infrastructure and speed up our overall service. During this maintenance window, our team will not have access to our emails. If you need to send us an email in the next few days, please email us at MyNapaLawyer@outlook.com. We will regain full access to our emails on Tuesday 01/05/2021. We apologize in advance for any inconvenience this scheduled maintenance may cause, and appreciate your patience and understanding. Cheers to an amazing year ahead! Your Team at Rose Law Firm of Napa Valley

We have heard a number of our clients voice this concern over the years, and the short answer is yes, you will have 100% absolute control over all of your decisions, all of your finances and all of your assets with a revocable trust! A revocable trust means that you still retain full and complete ownership over your assets during your life and, as a result, your children will never have any say in managing them until your eventual passing (or complete incapacity). We hope everyone enjoys the last few days of 2020! #WednesdayWisdom #EstatePlanning #Assets #TrustAdministration #LivingTrust #RevocableTrust #RoseLawFirmofNapaValley #EstatePlanningAttorney #Napa #LawFirm

Today, we are covering estate planning “New Year’s Resolutions” in part 2 of our blog series! We are discussing the importance of keeping your estate plan updated, specifically your trust. Head to the link: https://www.mynapalawyer.com/blog/2020/12/end-of-year-checklist-updating-your-incapacity-plan-part-2/ #EstatePlanning #NewYearsResolution #Trust #TrustAdministration #Updates #RoseLawFirmofNapaValley #EstatePlanningAttorney #Napa #LawFirm

The first #WednesdayWisdom of 2021 is short and sweet! A: Here is a helpful checklist of things to stay on top of: 1: Take inventory of your digital assets 2: Add digital heirs to your accounts 3: Plan to pass on your passwords 4: Record your stories; hereafter.ai is a great website to check out to preserve your legacy for your family. #EstatePlanning #DigitalAssets #Checklist #PreserveYourLegacy #TrustAdministration #RoseLawFirmofNapaValley #estateplanningattorney #Napa #LawFirm MYNAPALAWYER.COM What happens to all of my online information, accounts and other digital stuff when I pass away? | Rose Law Firm of Napa Valley, Inc.

A lot can happen in a year! Despite some obvious challenges, we're extremely proud of what we accomplished in 2020 and are eager to continue growing and improving in 2021. We're very excited about what's to come! #HappyNewYear #YearinReview #LookingAhead #EstatePlanning #RoseLawFirmofNapaValley #EstatePlanningAttorney #Napa #LawFirm

When the unexpected happens, an estate plan can ensure a trusted person has control. MYNAPALAWYER.COM How Do Incapacity Directives Work?

Think back to when you last reviewed your estate planning documents...is it time to make some updates? 🤔 A review is typically needed every 5 years to make sure your choices are still accurate and valid. And if you still don't have a Will or Trust, it's time to reach out to us for a free consultation! Schedule one here: www.mynapalawyer.as.me #EstatePlanning #TrustAdministration #Will #Trust #ContactUs #RoseLawFirmofNapaValley #EstatePlanningAttorney #Napa #LawFirm

On the outside we may look like just another law firm...but on the inside we're pretty sure that Wendy's slowly trying to turn us into a greenhouse 😆 🌱 #HappyFriday #IndoorGarden #LawFirm #Plants #EstatePlanning #RoseLawFirmofNapaValley #Napa #EstatePlanningAttorney

“Life's most persistent and urgent question is, 'What are you doing for others? '" - Martin Luther King Jr. What will your #legacy be? #MLK #MLKDay #RoseLawFirmofNapaValley #EstatePlanning #Family #MyNapaLawyer #Napa #LawFirm

Boy does this weather make us miss the days we could golf as a team ☀️ But we're also thinking this beautiful weather might be a teaser for how great 2021 is going to be 🤞😊 Enjoy the sunshine this weekend everyone! #HappyFriday #Throwback #GolfDay #TeamBonding #Golf #RoseLawFirmofNapaValley #EstatePlanning #EstatePlanningAttorney #Napa #LawFirm

A: It depends on how much money was in the account! According to Trevor, "If the amount is under $166,250, then yes, you can most likely submit to the bank what we call a “Small Estate Affidavit” to collect the proceeds. Remember, if there is a will that states who the account beneficiary is/are, then that person(s) will be entitled to the money. If, however, your mom didn’t have a will, then you and your siblings will all equally be the beneficiaries of the account." We hope this #WednesdayWisdom is helpful! #EstatePlanning #Beneficiaries #Probate #Will #TrustAdministration #RoseLawFirmofNapaValley #EstatePlanningAttorney #Napa #LawFirm MYNAPALAWYER.COM Q: My mom, who is divorced, didn't name any beneficiaries on the only bank account she owned when she died. Can my siblings collect the money without probate? | Rose Law Firm of Napa Valley, Inc.

When the unexpected happens, an estate plan can ensure a trusted person has control. MYNAPALAWYER.COM How Do Incapacity Directives Work?

There's something about hugging a cup of coffee and getting work done on a cozy day like this...although we'd rather not admit how many cups of coffee our office goes through in a day 😳☕ #HappyFriday #Cozy #Coffee #RoseLawFirmofNapaValley #MyNapaLawyer #EstatePlanning #EstatePlanningAttorney #Napa #LawFirm

A: There are 3 main options for California property owners who have low property tax bases that want to leave the properties to their children. Head to the link below to read about them and feel free to reach out with any questions! #WednesdayWisdom #Prop19 #California #Property #Inheritance #RoseLawFirmofNapaValley #MyNapaLawyer #EstatePlanning #EstatePlanningAttorney #Trust #Napa #LawFirm MYNAPALAWYER.COM Q: With Prop 19 coming into effect soon, is there anything that I need to do before February 15, 2021? | Rose Law Firm of Napa Valley, Inc.

When the unexpected happens, an estate plan can ensure a trusted person has control. MYNAPALAWYER.COM How Do Incapacity Directives Work?

Big changes are happening!!! We've been making space for a new attorney that will finally be joining our team! 🤩 Stay tuned for her grand introduction on Monday! #RoseLawFirmofNapaValley #NewAttorney #BigChanges #StayTuned #MyNapaLawyer #EstatePlanning #EstatePlanningAttorney #Business #Napa #LawFirm

Can you believe it's already Wednesday? Head to our blog for this week's #WednesdayWisdom! https://www.mynapalawyer.com/blog/2021/01/q-im-a-small-business-owner-what-should-i-do-to-protect-and-grow-my-business/ #SmallBusiness #BusinessOwner #RoseLawFirmofNapaValley #MyNapaLawyer #EstatePlanning #EstatePlanningAttorney #Business #Napa #LawFirm

There's nothing like smiling clients! (behind masks and plexiglass of course) 😉 One of our favorite parts of the process is getting to meet our clients in person for the first time and feeling their sense of happiness and relief as they officially sign their documents with our in-house notary and walk away with their brand new estate planning binder 😊 #Signing #HappyClients #RoseLawFirmofNapaValley #EstatePlanning #EstatePlanningAttorney #Napa #LawFirm

Have you heard of the little red button in the oval office? Rumor has it that it's been used by past presidents for a variety of purposes (to order tea, diet coke, receive warning of an approaching First Lady, etc.) Our office has had fun playing this hypothetical game all week and now we have to turn to you all...if you had a little red button, what would you use it for? #RedButton #HappyFriday #RoseLawFirmofNapaValley #MyNapaLawyer #EstatePlanning #EstatePlanningAttorney #Napa #LawFirm

We know there are a lot of Prop 19 questions out there and we hope this #WednesdayWisdom helps clear some of them up! A: The Prop 19 planning really only makes sense if both of the following are true: 1) You have a VERY low property tax bill (relative to current fair market value); and 2) You believe your children will want to hold onto the property after your gone (rather than sell it). If both of these are correct, then there are still some other things to consider, but at least this might eliminate the need to look into the matter any further! #WednesdayWisdom #Prop19 #California #Property #Inheritance #RoseLawFirmofNapaValley #MyNapaLawyer #EstatePlanning #EstatePlanningAttorney #Trust #Napa #LawFirm

Please join us in welcoming a new attorney to Rose Law Firm of Napa Valley - Megan E. McCall! (Previously known as Megan E. Bruce) Megan has extensive experience in estate planning, probate, trust administration, and conservatorships. She fits right into our team as she is also a Napa native and mother 😊 In her free time, she most enjoys spending time with her husband and two children. She is also dedicated to serving our community and currently sits on the Board of Directors for If Given a Chance as well as Friends of New Technology High School. We are eager to watch our firm grow with Megan’s contribution and feel extremely grateful to be able to strengthen our team with her knowledge and experience. #RoseLawFirmofNapaValley #NewAttorney #MyNapaLawyer #EstatePlanning #EstatePlanningAttorney #TrustAdministration #Probate #Conservatorships #Napa #LawFirm

If you've wondered this before or need some clarification, read below! A: A Notice of Proposed Action essentially requires a beneficiary to “speak now or forever hold their peace.” California Probate Code sections 16500-16504 permit a trustee to give notice to the beneficiaries of a trust that the trustee intends to take (or not to take) some kind of specified action. After obtaining the consent of the beneficiaries, or waiting at least 45 days, the trustee may proceed with the proposed action without any liability. For the complete answer, head to our blog! #WednesdayWisdom #NOPA #Trust #Trustee #Beneficiary #Property #RoseLawFirmofNapaValley #MyNapaLawyer #EstatePlanning #EstatePlanningAttorney #Napa #LawFirm

Preparing for after your death is just that...preparing! Your family will be grateful that you took the time to get your estate plan in order and shortened their list of things they need to worry about. #EstatePlanning #Myth #Fact #Family #Prepare #RoseLawFirmofNapaValley #EstatePlanningAttorney #Napa #LawFirm

Yes, we're still very excited that Megan has joined our team 😊 NAPAVALLEYREGISTER.COM Biz buzz: McCall joins Rose Law Firm of Napa Valley

Estate planning can be romantic too! 💌 "I love you" trusts are set up so the surviving spouse receives the entire estate and can do whatever they want with it, including selling assets, buying assets, and amending the estate plan! For this reason, they are ideal for the traditional nuclear family, where all the children are shared by both members of the couple, and the risk of the surviving spouse disinheriting his or her own children is very low. However, for second (or 3rd, 4th or more!) marriages, where there are blended families and/or where each partner has different beneficiaries, an "I love you" trust takes precisely that: TRUST. Specifically, that the surviving spouse will honor your wishes and not leave out the people you wanted to provide for upon your death (since you left everything to your spouse). Have a great weekend and Valentine's Day everyone! 💛 #ValentinesDay #ILoveYouTrust #Trust #HappyFriday #RoseLawFirmofNapaValley #MyNapaLawyer #EstatePlanning #EstatePlanningAttorney #Napa #LawFirm

We are working hard to ensure a safe, clean, and distanced experience when you come in to sign your documents with us. Since last year, we've made accommodations like installing plexiglass, doing temperature checks, and even moving the signing appointment outside if need be! #SafetyFirst #Covid #Precautions #Signing #RoseLawFirmofNapaValley #MyNapaLawyer #EstatePlanning #EstatePlanningAttorney #Napa #LawFirm

Can you hear us judge? We promise Trevor's here live and he's not a cat! 🤣 If you haven't seen this video yet, you must! Tap the link below to watch it - have a wonderful weekend everyone! 😺 https://m.youtube.com/watch?v=TDNP-SWgn2w #Cat #Zoom #HappyFriday #RoseLawFirmofNapaValley #MyNapaLawyer #EstatePlanning #EstatePlanningAttorney #Napa #LawFirm

How do I include my long-term partner in my final wishes? MYNAPALAWYER.COM Estate Planning For Unmarried Couples

Ready for what we think is an exceptionally interesting #WednesdayWisdom? A: If you get remarried and never update your estate planning documents before your death, the state of California will automatically include your new spouse in your estate plan by default. The Omitted Spouse Statutes (probate code sections 2160, 21611, and 21612) protect against leaving out a surviving spouse for reasons such as oversight, accident, mistake, or unexpected change of condition. If you’re in your second/third/fourth marriage and want to ensure that your children are fully included as beneficiaries of your estate plan, you need to update your Will or Trust to specifically state your intent to not provide for your spouse (assuming those are your wishes!) #WednesdayWisdom #Remarried #Trust #Will #Beneficiary #EstatePlanning #EstatePlanningAttorney #Napa #LawFirm MYNAPALAWYER.COM Q: I just got remarried; do I need to make any special updates to my estate plan to protect my children? | Rose Law Firm of Napa Valley, Inc.

Yes, we're still very excited that Megan has joined our team 😊 NAPAVALLEYREGISTER.COM Biz buzz: McCall joins Rose Law Firm of Napa Valley

Firm retreat today! We have exciting plans to continually improve our client services and internal systems into 2021 😊 #FirmRetreat #ExcitingPlans #ClientServices #Attorney #EstatePlanning #EstatePlanningAttorney #Napa #LawFirm

Have you been following the controversy surrounding Britney Spears' legal dispute? A: A conservatorship is a court case wherein a judge appoints an individual or organization (the “conservator”) to care for an adult who cannot safely care for himself or herself or manage his or her own finances. Check out our blog for our complete answer! #WednesdayWisdom #Conservatorship #BritneySpears #Attorney #Conservator #EstatePlanning #EstatePlanningAttorney #Napa #LawFirm MYNAPALAWYER.COM Q: I have been hearing a lot about Britney Spears' conservatorship. What is a conservatorship? | Rose Law Firm of Napa Valley, Inc.

How do I include my long-term partner in my final wishes? MYNAPALAWYER.COM Estate Planning For Unmarried Couples

We took the opportunity to celebrate Employee Appreciation Day with some lunch and delicious sorbet at Ristorante Allegria! Though the team members who weren't able to make it missed out on the sorbet, they're not exempt from our absolute gratitude for them as well 😊🍨 #EmployeeAppreciationDay #TeamLunch #RoseLawFirmofNapaValley #Attorney #EstatePlanning #EstatePlanningAttorney #Napa #LawFirm

Happy Wednesday! We have an important #WednesdayWisdom for you this week! #SpecialNeedsTrust #Beneficiary #Attorney #RoseLawFirmofNapaValley #EstatePlanning #EstatePlanningAttorney #Napa #LawFirm MYNAPALAWYER.COM Q: Why are Special Needs Trusts so critical for individuals receiving government benefits? | Rose Law Firm of Napa Valley, Inc.

Our mission is to help our clients mange and protect their family legacy, assets, and businesses with confidence and ease. Receiving feedback that attests to the quality of what we're doing makes our work all the more rewarding! #EstatePlanning #TrustAdministration #Probate #Business #Testimonial #Review #RoseLawFirmofNapaValley #Attorney #EstatePlanningAttorney #Napa #LawFirm

Most of us either watched or heard about Oprah’s groundbreaking interview with Prince Harry and Megan Markle on Monday 👑 A: Princess Diana originally left Prince Harry and Prince William around $8.9 million to be fully accessed when they turned 30. However, because of investments and the substantial interest gained, the inheritance accumulated to around $13 million by Harry’s 30th birthday. However, you don’t need to be a millionaire or a member of the royal family in order to leave an inheritance to your children! So long as you correctly set up a living trust and ensure that you and your attorney have adequately planned for re-titling of assets (or updating of beneficiary designations) into your trust, your chosen trustee can manage the assets and distributions for your children in accordance with whatever wishes you leave in your trust. #WednesdayWisdom #Inheritance #RoyalFamily #OprahInterview #EstatePlanning #EstatePlanningAttorney #Napa #Attorney #LawFirm MYNAPALAWYER.COM Q: I don't have the kind of money that Princess Diana had but I still want to provide for my minor children when I'm gone; how can I do that? | Rose Law Firm of Napa Valley, Inc.

Take care of your loved ones while you can, so that even when you're gone, you know they're protected. During Oprah Winfrey's interview with Prince Harry and Meghan Markle last night, Prince Harry stated, “I have what my mom left me,” referring to the inheritance that Princess Diana left him. “I wouldn’t have gotten through without that.” Start planning now and schedule your free estate planning consultation with us today. #Inheritance #RoyalFamily #RoseLawFirmofNapaValley #Attorney #EstatePlanning #EstatePlanningAttorney #Napa #LawFirm

This question came in from an anonymous follower! A: Unfortunately, since his father never had a trust prepared, and because the gold is worth more than $166,250, the family gold will have to be probated. In order to pay all of the court, administrative, and attorney's fees associated with the probate, sadly, he will very likely be forced to sell the family gold. Don't be content with just being lucky; be prepared too! 🍀 #WednesdayWisdom #Inheritance #stpatricksday #Probate #EstatePlanning #EstatePlanningAttorney #Napa #Attorney #LawFirm MYNAPALAWYER.COM Q: My father died without a trust; all he owned was a huge pot of gold that he brought here all the way from Ireland. What will happen to the pot of gold I just inherited? | Rose Law Firm of Napa Valley, Inc.

A revocable trust is crucial when it comes to avoiding probate and managing your children's inheritance with ease. We also strongly suggest that families at least set up a financial power of attorney and a power of attorney for health care so that financial and medical decisions are in the hands of one trusted person, and aren't an added confusion to your family's heartache. #EstatePlanning #Myth #Fact #Family #Probate #Trust #RoseLawFirmofNapaValley #EstatePlanningAttorney #Napa #Attorney #LawFirm

We are excited to announce that we welcomed a new member onto our team, Chester Tolentino! Chester has an associates degree in Computers and Technology and extensive experience within the BPO industry. His tech knowledge and strong work ethic have already made him an essential member of our administrative team. We have no doubt that Chester will be a huge asset in our endeavor to continuously innovate and streamline our firm's processes! Please join us in welcoming Chester to the Rose Law Firm family! #RoseLawFirmofNapaValley #NewTeamMember #Welcome #AdministrativeAssistant #MyNapaLawyer #EstatePlanning #EstatePlanningAttorney #Napa #LawFirm

Make spring the context in which you create your estate plan! What better way to celebrate growth than by putting the first steps in place to protect your family and their legacy 🌱🌼 Schedule your complimentary consultation with us here: www.mynapalawyer.as.me, or tap "book now" on our page. #Spring #Family #Legacy #EstatePlan #RoseLawFirmofNapaValley #Attorney #EstatePlanning #EstatePlanningAttorney #Napa #LawFirm

Now we get to see our attorneys' unmasked smiling faces! Although maybe not for too long at a time...their stares can get a little intense 👀 Thank you Coldwell Banker Brokers of the Valley for the awesome and hilarious gift! #HappyFriday #BestGiftEver #RoseLawFirmofNapaValley #Attorney #EstatePlanning #EstatePlanningAttorney #Napa #LawFirm

Rose Law Firm of Napa Valley, Inc.

Contact Us

Hours

Location

About

Photos

Latest

Information

FAQs

Nearby

The Law Office of Naomi Dreskin-Anderson

Pollock & James LLP

The Law Offices of Charles Gravett

Kaspar & Lugay, LLP

Vincent M Spohn PC

Blevans & Blevans LLP