Rose Law Firm of Napa Valley, Inc.

08/31/2026

The end of summer is approaching and therefore the general to-do list includes:

✔️ Get back into the school-year routine
✔️ Draft fantasy football team
✔️Review estate plan

Happy Monday! ☀️

08/28/2026

Just a couple of the ways that the great Dolly Parton made end-of-life plans and, of course, one of them is a gift to us all 💫 Planning ahead can go beyond the financials and be about making your wishes known and preserving what matters most to you.

If you’re wondering what her planned funeral song was in 2014, it was an old country-gospel song called “If We Never Meet Again” 🎶

Wishing everyone a great weekend with Dolly’s music keeping you company!

08/26/2026

Adding a little wisdom to your timeline this Wednesday! 💭⬇

Your estate plan can include provisions for your pets, such as who should care for them and how their expenses should be covered. You can designate funds for the person who will be caring for your pets or even include a pet trust in your plan to provide a more formal structure for their ongoing care.

A: Absolutely! Your estate plan can include provisions for your pets, such as who should care for them and how their expenses should be covered. You can designate funds for the person who will be caring for your pets or even include a pet trust in your plan to provide a more formal structure for

08/24/2026

That is up 7.5% from last year ↗️ Healthcare costs can add up quickly, and estate planning can help make sure you have a plan in place for the future unexpected 📝

08/21/2026

Rose Law Firm has gone full summer mode 😎

08/17/2026

Think of estate planning like a beach umbrella - it covers a lot of ground, from managing your finances to protecting your loved ones to making sure your wishes are known at the end of your life. And once it’s in place, you can relax in the shade 😎 🌴

08/14/2026

⭐ We are so excited to share that we've been nominated for Best of Napa County in THREE categories: estate law, business law, and law firm ⭐ Please go vote for us (and all of your other favorite local businesses) through the link ibelow.

https://www.bestofnapacounty.com/

Voting is open through August 23rd! 🗳

08/12/2026

If one spouse passes away, the entire value of community property assets (like a home or investments) receives a step-up in basis to the fair market value at that time. This means:

⭐ No capital gains tax if the surviving spouse sells right away
⭐ Lower taxes if sold later, since only future gains are taxed
⭐ Major savings for families passing down assets

Without proper estate planning, you could miss out on this tax break!

A: It is a unique tax planning opportunity for married couples! When one spouse passes away, both halves of a community property asset — including real estate — receive a step-up in basis to the fair market value as of the date of death. Keep in mind, however, that this benefit doesn't happen au...

08/10/2026

An estate plan is not one document - it is an overall plan that is comprised of several documents. Its complexity can depend on lots of factors, including your marital status, if you have children, and how many assets you have. Regardless, everyone should have a plan in place…and we’re here to help you determine what that looks like for you.

08/07/2026

We’re channeling Zendaya’s energy in The Odyssey now 😆