Cappelloni Law PC

12/16/2021

New Business Address! We are now located at 201 Spear Street, Suite 1160, San Francisco.

01/04/2021

For 2021, the estate and gift tax exemption limit has increased to $11.7M per individual (up from $11.58M in 2020).

10/15/2020

Beautifully written.

I went home to celebrate Frederick’s glorious life and was forced to reflect on my own.

06/20/2020

I met my client in Marin yesterday for a socially-distanced signing in his parking lot and he had set this up! I love it.

04/04/2020

My pro bono work for medical providers during the pandemic is described in this article in the San Francisco Chronicle:

As San Francisco’s COVID-19 cases climb, doctors and nurses with children must consider the worst. Now, they’re making long-term plans — including writing their wills.

03/14/2020

We are available to meet by video conference during this time. Be safe.

02/08/2020

Thank you so much for the 5 star review Karla!
"I was so hesitant to engage in the process of a Living Trust; however working with Lauren at Cappelloni Law took all of the anxiety out of the process. Lauren is so well prepared and thoughtful in her methodology. Lauren is also really good at gently keeping you on track and getting you across the finish line."
https://www.google.com/search?client=firefox-b-1-d&q=google+review+cappelloni+law =0x80858061e5815555:0xd5e3231daab876f1,1,,,

12/28/2019

The surprise passage of the SECURE Act affects many aspects of retirement savings, including the timing of contributions and distributions, and what happens to your retirement accounts after you die. Check in with your investment advisor and estate planning lawyer about how these changes affect you, and read more below here:

The Setting Every Community Up for Retirement Enhancement—better known as the Secure Act—is the first major piece of retirement legislation in a decade.

11/30/2019

The IRS announced that the estate and gift tax exemption limit for 2020 is $11.58 per individual (up from $11.4M in 2019). The annual gift exclusion for next year will remain $15,000.

09/17/2019

Thank you for the Google Review left this morning by Ian!

"My wife and I had been putting off estate planning for several years and we finally bit the bullet and started looking into our options. A friend recommended Lauren and we're so grateful that we chose to work with her. She's knowledgeable, patient, thorough, and willing to come to your home/office to work through the details of your estate. I highly recommend Lauren and look forward to continuing to work with her in the future!"

07/24/2019

Safety deposit boxes are not as safe as most people believe, and banks cover less for losses than you expected, as described more here:

When Philip Poniz opened Box 105 at his local Wells Fargo, he discovered it was empty — and that he was totally unprotected by federal law.