In light of the recent concerns regarding the Covid-19 virus, protecting our clients and their legacies remains our most important focus.
We are encouraging all current and future clients to meet with us via phone or video conference. Please contact our office to discuss your options.
There are so many aspects in life in California that are unpredictable. People have very few guarantees in life. Unfortunately, one of the only guarantees in life is that people will pass away at some point in time. It is important that people plan for this occurring...
When most people think about estate planning, they are probably concerned, first and foremost, with the decisions about who will receive their assets upon death. However, although there are certainly millions of California residents who need to address that estate...
While residents of San Jose and the greater Bay Area may believe otherwise, retirement accounts are not always safe from creditors. Federal law covers retirement plans that are subject to the Employee Retirement Income Security Act, or ERISA. ERISA offers employees...
When Californians plan for retirement, they usually think not just about their own financial comfort and long-term care plan, but also how they can provide for their loved ones after they are gone. Anyone who is involved with estate planning is probably aware of the...
When we talk to our friends and families about estate planning, sometimes, we are asked to be an executor or a trustee. At the time, we may say yes not really understanding what that means, but thinking that it may never actually happen, and if so, it will be decades...
With artists like Grimes selling millions in NFTs and thousands of newly minted Dogecoin millionaires over the past few months, digital assets, like cryptocurrencies and NFTs have exploded into our collective consciousness. Even people that had never heard of...
Estate planning can be a touchy subject, especially for Californians who are not ready to think about what will happen to their possessions when they die. However, San Jose residents can help themselves and their families by taking some basic estate planning steps to...
A power of attorney is something that many Californians will consider as they are moving forward with estate planning. While other documents like a will or a trust might come to the forefront, certain issues can arise that make it beneficial to have a power of...
Many residents of the San Jose area might own an individual retirement account, which is commonly called an IRA. Many times, people will build up considerable savings in their IRAs. By the time a person reaches old age, an IRA can hold a value of millions of dollars....
Prudent estate planning applies a financial sunscreen to the future. Since 2017, CalSavers, the statewide pension program, has applied a legal sunscreen to an increasing number of California residents to the skin of retirement savings. A recent decision by the Ninth...
