Estate Planning Blog

What’s The Best Estate Planning Attorney Serving Concord, California?

About Concord, California And The Benefits Of Estate Planning For Seniors

Perched in the heart of Contra Costa County, Concord is a vibrant city brimming with life. Founded by Don Salvio Pacheco II – an eminent Californian rancher — as Todos Santos back in 1869 and later renamed to ‘Concord’, this San Francisco Bay Area gem experienced explosive population growth over time; it currently hosts more than 129,000 residents! With its close proximity to downtown SF, there’s no limit on what you can explore here: from bustling public events to stunning landscapes ripe for exploration. It all awaits those looking for adventure…in beautiful Concord!


Situated on a picturesque backdrop of the imposing Mount Diablo, lies an area with rich history. Native Miwok people have long lived among its valleys and streams, hunting elk and fishing in San Francisco Bay. While many tribes still retain their ancient land to this day there is no denying that Spanish explorers began traversing these parts as early as 1772 before it became Rancho Monte del Diablo around 1834 when Salvio Pacheco was given ownership over it – now home to the nearby town bearing his name.

In 1869, the city of Concord was born out of a dream and an act of determination. Originally called Todos Santos – meaning “all saints” – it first rose to prominence due to its proximity to Pacheco in times when fire and flood ravaged that area’s economy. On February 5th 1905, this burgeoning community officially incorporated as The City Of Concord; standing proud ever since with all Saints at its core heart!

Surrounding Concord, the Ygnacio and Clayton Valleys were once a vast agricultural landscape. From grapevines to wheat fields stretching for miles across the eastern part of town (now home to Concord Naval Weapons Station), this area was packed with everything from walnuts and almonds to tomatoes! Even during prohibition, you could find majestic orchards planted in place of those vineyards – talk about resourceful farmers. And let’s not forget that Cowell, which became incorporated into Concord around 1872 when it got its own post office address.

For seniors living in Concord, estate planning can be especially beneficial. Estate planning allows seniors to make important decisions about their financial and health care future, while also protecting assets for beneficiaries. With an estate plan, seniors can ensure that their wishes are carried out after they pass away.

Some of the key aspects of estate planning include creating a will or trust, naming guardians for minor children, and designating healthcare agents. A will or trust allows seniors to designate who should receive their assets after they pass away, while guardianship ensures that minor children are taken care of by responsible adults.

Healthcare agents can be designated to make medical decisions on behalf of the senior if they become incapacitated and are no longer able to make decisions for themselves. Estate planning also includes planning for end-of-life care, such as advanced directives and power of attorney.

Estate planning can help seniors in Concord protect their assets, ensure their wishes are carried out after they pass away, and provide peace of mind that their loved ones will be taken care of. There are a number of qualified estate planning attorneys in Concord, who can guide seniors through the process and make sure their estate plan is properly structured.  With an estate plan in place, seniors in Concord can enjoy retirement with peace of mind.

Why Visit Concord? Top 3 Event Venues In Concord, California

Are you looking for a great place to host your next event? Look no further than Concord, California! Located in the heart of the Bay Area and just outside of San Francisco, this amazing city is full of exciting attractions, unique venues, and fantastic opportunities — perfect for hosting any kind of gathering. In today’s post we will explore why you should consider Concord as your next event destination and take a closer look at top three venues options available in the area. So come on along with us as we discover why Concord might be exactly what you’re looking for!

1. Concord Plaza Hotel

Situated just two miles from the water-filled fun of Waterworld California and eight miles from vibrant music at Concord Pavilion, this stylish pink stucco hotel boasts modern rooms with free Wi-Fi and flat screen TVs. Guests will find even more comfort in suites featuring separate living areas, wet bars, minifridges and dining tables – perfect for a cozy night in! Meanwhile an airy restaurant awaits guests downstairs as does a bar lounge with fireplace plus healthy snacks to grab on the go at their market. And don’t forget about all those added bonuses such as an indoor pool & hot tub or exercise room – ideal if you’re feeling active!

Events Catered:


The Concord Plaza-Walnut Creek is the perfect place to tie the knot! Their sophisticated venue and attentive staff will help you create a day that your guests won’t soon forget. From beautiful amenities, delicious catering selections, custom cake creations by their Executive Chef – no stone will be left unturned when it comes to making sure all of your wedding dreams come true.

Birthday Parties

Host the perfect birthday bash at Concord Plaza/ Walnut Creek! Their spacious venue can be transformed to fit your dream party. Indulge in delicious food and drinks from their award-winning Vineyards Restaurant & Bar, with an array of buffet or plated meal choices as well as affordable beverage packages. No matter how big or small you’re celebrating – they’ve got it all covered!


Your daughter’s Quinceanera is one of the biggest days in her life, and it deserves a proper celebration! At Concord Plaza/Walnut Creek they specialize in making sure your family will have an unforgettable experience. Their team will help you create a stunningly decorated room to match your daughter’s special theme. Her chambelanes and damas are going to be wowed by their elegant space filled with delicious food – no matter their appetite or preference – followed up by plenty of opportunities for dancing ’till they drop!

Bar & Bat Mitzvahs

Today is a huge milestone for you and your family that shouldn’t go unrecognized! Let them help make it an unforgettable occasion at Concord Plaza/Walnut Creek. With their amazing team of events experts, they’ll provide all the elements required to ensure this Bar or Bat Mitzvah is one to remember. Mazel Tov!

2. Concord Pavilion

Concord Pavilion has been making sweet music since 1975! From its first days as Concord Pavilion, to Sleep Train and finally Chronicle Pavilions, this amphitheatre in the Bay Area is a favorite spot for concerts of all types. With 12500 seats available there’s plenty of room for everyone so if you’re looking to jam out with friends or mark special occasions like high school graduations, it just might be the perfect place! So grab your tickets and get ready – hit after hit awaits at Concord Pavilion!

Frank Gehry, the architect, and Peter Walker, the landscape architect, designed the Pavilion. Gehry also designed the venue’s mid-1990s renovations, which included more parking and seats. The venue has hosted numerous professional musical acts over the years and continues to do so today. On August 16, 1977, Bing Crosby performed his final US concert at the Concord Pavilion.[4] Lawrence Welk’s appearance at the Concord Pavilion on June 13, 1982, was billed as his farewell performance.

Bill Graham, the legendary concert promoter, was killed in a helicopter crash in 1991 after leaving a concert at the Concord Pavilion by Huey Lewis and the News, having just discussed with the band organizing a benefit for the victims of that year’s fire in the Oakland Hills; Graham’s production company, Bill Graham Presents (BGP), had been the Concord Pavilion’s booking agent since at least 1985.

Bill Graham Presents took over operations of the facility in February 2000 after reaching an agreement with the city of Concord. Following the purchase of the naming rights by the San Francisco Chronicle’s business agent, the San Francisco Newspaper Agency, the name was changed to the Chronicle Pavilion at Concord. BGP was purchased in 2000, along with its parent, SFX Promotions, by Clear Channel Communications; in 2005, Clear Channel would spin off its concert operations into Live Nation, which operates the Pavilion to this day.

The Pavilion was renamed the Sleep Train Pavilion in April 2006 after the California-based mattress retailer (now based in Houston, Texas) purchased the naming rights; by 2017, the retailer had merged with Mattress Firm. The Pavilion’s name was changed again in December 2013, as part of a 10-year contract renewal between Venue Nation (previously known as Live Nation) and the City of Concord. The First Battle of the Bands for high school, middle school, and elementary school students took place in 2006 and the winner was a high school band, Poster Boy.

3. Center Concord

Center Concord is located in the heart of Concord, California. It is conveniently situated near major highways and public transportation, making it easily accessible for guests from all over the Bay Area. The venue boasts a large selection of spaces for any type of event, including a beautiful outdoor courtyard with lush landscaping and plenty of seating areas. Inside there are several function rooms that offer a range of amenities for any type of event, from intimate business meetings to large corporate gatherings. These rooms are equipped with modern audio-visual technology and comfortable furniture, perfect for presentations or seminars. Center Concord also provides catering services as well as onsite audiovisual technicians to ensure that every event runs smoothly and meets the highest standards. With quality customer service and a variety of space options, Center Concord is the ideal choice for hosting any special occasion.

Center Concord also offers a range of additional amenities to make events even more memorable. The venue provides free Wi-Fi access throughout, allowing guests to stay connected with their devices while they enjoy the event. Additionally, there are full-service bars and portable bars available for purchase, making it easy to provide refreshments to guests. Center Concord also offers a variety of options for decorations, including custom banners and signage as well as other decorative items. Finally, the venue has access to professional photographers that can capture the special moments from any event or occasion.

With its convenient location and range of amenities, Center Concord is the premier event venue in the Bay Area. From corporate events to private parties, Center Concord provides a unique and special experience for guests that will be remembered for years to come.

Large Facility

Centre Concord is the go-to place for your special events! Whether it’s a wedding, reception or fundraiser – they have got you covered and can create any atmosphere up to 400 guests. From adjustable lighting in their ballroom and portable dance flooring to classrooms and meeting spaces that accommodate up 10-200 people depending on your event; Centre Concord has all of the amenities necessary to make sure everything runs smoothly.


If you’re looking for an enchanted setting to host your special occasion, then the ballroom is perfect. From its plush carpet and luxurious crystal chandeliers, this elegant space creates a truly opulent atmosphere that’s ideal for big celebrations or intimate gatherings alike – plus it can be split up into smaller rooms.

Best Estate Planning Attorney Serving Concord Law Offices Of Joel A. Harris

The Law Offices of Joel A. Harris is the Estate Planning Attorney You Can Trust

Setting up a trust and estate plan is a potential minefield you don’t want to tackle on your own.  Whether you have a plan in place now or need to start from the beginning, we can help. For over 30 years Joel A. Harris has been protecting the estates of families throughout California. If you want some help navigating the ins and outs of protecting your estate or establishing a trust to protect your future, please visit us online, in person, or call us at (925) 757-4605.

Top 3 Questions People In Concord, California Have About The Importance Of Estate Planning

Estate planning is a crucial topic, especially in Concord, California. Although it’s not always an easy thing to think about and talk about realistically, estate planning can make all the difference in leaving behind a secure life for yourself and your loved ones. To help people better understand the importance of estate planning here in Concord, California, we’ve gathered together some of the most commonly asked questions from locals on this subject—and we’re eager to provide expert answers so you can feel empowered with your own financial decisions!

1. What Are The Five Reasons Why Estate Planning Is Important In Concord, California?

1. Protecting Your Assets: Estate planning is essential for protecting your assets and providing for the future security of your family, regardless of what life has in store. It allows you to specify who will receive which assets after you pass away, minimizing potential disputes between family members or friends.

2. Saving On Taxes: By structuring your estate plan in a specific manner, you can minimize the amount of taxes owed on your assets. Estate planning can help reduce or even eliminate federal estate tax liability and state inheritance tax liabilities.

3. Planning For Incapacity: Many individuals don’t realize that if they become incapacitated, it is up to their family members or the court system to determine how their assets should be managed. By creating an estate plan, you can specify who is in charge of making decisions on your behalf and ensure that your finances are handled according to your wishes.

4. Caring For Minor Children: If you have minor children, it’s important to designate a guardian for them in your estate plan. This ensures that they will be taken care of and their interests are protected if something were to happen to them.

5. Avoiding Probate: Estate planning can help reduce or eliminate the probate process, which can be time-consuming and expensive for your family members. By transferring assets outside of the estate, you can avoid the probate process and ensure that your assets are distributed quickly.

By planning ahead and creating an estate plan, you can ensure that your assets are protected and your family’s future is secure. An experienced estate planning attorney in Concord, California can help you structure your estate plan to meet the specific needs of you and your family.  By addressing these five important reasons for estate planning, you can ensure that your assets are safeguarded and your loved ones are taken care of after you pass on.

2. What Takes Place If You Don’t Engage in Estate Planning In Concord, California?

If you don’t engage in estate planning, your estate will be subject to the laws of intestacy. Intestacy is the condition of having no valid will or other documents that determines how your assets should be distributed after you die. It also means that someone else – a court-appointed administrator – has control over who inherits your wealth, possessions, and property.

If you die without a will, it also means that the laws of your state determine who is entitled to receive assets from your estate. This could mean that some of your intended beneficiaries are not included in the distribution, or in more extreme cases, someone who was not even related to you may be appointed as the executor. The court-appointed administrator will also have control over how and when the assets are distributed from your estate.

Without estate planning, you may not be able to pass on any special gifts that you had intended to give to family members or friends after your death. Additionally, if you don’t engage in estate planning, estate taxes may be significantly higher than if you had taken the time to plan. Likewise, your heirs may have to pay more in probate fees and wait longer for their inheritance due to a lack of planning.

Ultimately, failing to engage in estate planning can cause significant delays and added costs for your family and loved ones after you pass away. By properly planning your estate, you can make sure that your assets are distributed according to your wishes and in a timely and cost-effective manner.

If you’re unsure where to start with estate planning, consulting a qualified financial advisor or attorney is the best way to ensure that all of your objectives are met and understood. They will be able to provide you with the resources and advice necessary to make the best decisions for your estate.

By taking the time to plan your estate, you can ensure that your legacy is passed on as you intended it. Putting estate planning in place now will ultimately make it easier for your family and loved ones when you pass away.

3. What Are The Five Most Important Estate Planning Documents In Concord, California?

Having a comprehensive estate plan is essential for protecting your assets and providing for your loved ones after you are gone. While there are many different types of estate planning documents, the five most important are:

1. Last Will & Testament – This document outlines how you wish your assets to be distributed upon your death. It also appoints an executor who will be in charge of carrying out your wishes.

2. Durable Power Of Attorney – This document appoints someone to act on your behalf should you become incapacitated and unable to make decisions for yourself.

3. Advance Medical Directive – An advance medical directive outlines what type of medical care you want if you become incapacitated.

4. Living Will – A living will is a document that outlines your wishes related to end-of-life care, such as whether or not you want to be kept on life support if you become terminally ill.

5. Trust Agreement – A trust agreement allows you to transfer assets into a separate entity that can be managed while you are alive and then distributed to designated beneficiaries after your death.

These five estate planning documents form the backbone of any comprehensive estate plan, so it’s important to consult with an experienced attorney who can help you properly execute them. Doing so will ensure that your wishes are carried out upon your passing. 

It is important to review and update your estate plan regularly to ensure that it still reflects your wishes. Anything can happen in life, so it’s best to be prepared for unexpected events. An experienced estate planning attorney can help you with this process. With a comprehensive plan in place, you can rest assured knowing that your assets and loved ones will be taken care of after you are gone.

Map To Our Location From Concord, California

Are You Worried About Your Estate Plan Or Trust?

Setting up a trust and estate plan is a potential minefield you don’t want to tackle on your own.  Whether you have a plan in place now or need to start from the beginning, we can help. For over 30 years Joel A. Harris has been protecting the estates of families throughout California. If you want some help navigating the ins and outs of protecting your estate or establishing a trust to protect your future, feel free to visit us online, in person, or call us by phone at (925) 757-4605.



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