Before It’s Too Late ~ Eric Gullotta

Eric Gullotta Eric S. Gullotta, JD, CPA, MS (Tax) specialies in estate planning and taxation law. His office is located at 232 West Napa Street, Suite A, in Sonoma. Contact him at 938.7234 or visit


Last minute estate planning

Posted on November 27, 2014

The old saying, “there is no time like the present” may not have been conceived because of estate planning, but it does apply.... Continue

Charitable giving

Posted on October 16, 2014

For many clients, estate planning decisions are easy. These clients are your typical “nuclear family” — a married couple... Continue

Investing in your estate plan

Posted on September 18, 2014

One of the first questions I get when meeting with clients is, “How much is this going to cost?” I am never upset at someone asking... Continue

Estate planning for minors

Posted on August 21, 2014

Got minors? If you have minor children there are a few things you must do and a few things that you should seriously consider when... Continue

Estate planning alleviates grief

Posted on July 23, 2014

By definition, if an estate plan is triggered, it is because of the death or serious disability of a family member or close friend.... Continue

Powerful power of attorney

Posted on June 26, 2014

Not all durable power of attorney forms are created equal. First, let’s clarify what a durable power of attorney form (DPOA) is,... Continue

Professional trustees

Posted on May 21, 2014

When a client comes into my office, one of the first things we discuss is whether or not they have a trusted friend or family member... Continue

Sudden incapacity

Posted on April 24, 2014

First let me say that I am not a doctor, nor do I play one on TV. This article is meant to discuss what I refer to as sudden incapacity,... Continue

First steps to estate planning

Posted on March 27, 2014

I am often asked “What do I need to bring to my first estate planning meeting?” Although clients don’t “need” anything,... Continue

Keep your trust out of court

Posted on February 27, 2014

I have two matters in my office right now that are headed to court. What’s worse, both of these cases originate from the same trust.... Continue

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