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.
Whether it was a surprise or not, the result still hit you like a punch in the stomach. You and your siblings were excluded from your father’s will, while your stepmother received most of your father’s estate. Something does not sit right, and you have a hunch that...
When California residents think about getting started on their estate plans, they may believe that the whole process is a bit daunting because of all of the potential options. However, despite the fact that each individual and family in California has different family...
In California, a conservatorship is generally used for people who have elderly or disabled loved ones who are incapable of effectively overseeing their own affairs. These individuals might have had lifelong issues or have suddenly experienced a decline in their...
Estate planning is never an easy subject. Thinking about what happens after you are gone is not often a subject people want to think about. Even so, estate planning and will creation is something that everyone should do. People are so opposed to estate planning...
As anyone in the San Jose area probably knows from experience, medical care is expensive. It gets even more expensive as a person ages because they may require addition visits to the doctor and, eventually, placement in a nursing home or other assisted living...
A will can accomplish many tasks. It can appoint a guardian for minor children or vulnerable adults. It can appoint an executor to be in charge of administering the estate. For most wills, the most important task for a will is to provide instructions on how the writer...
People in California work hard for their money and generally people would like to be able to keep it for their own purposes. People may also be getting older and want to make sure that their money and assets end up going to their family when they pass away. However,...
People in California who are unable to handle their own affairs because of various issues must be protected. This can be due to pending incapacity or ongoing factors that render them in need of assistance from a trusted person. This is where conservatorships can be...
It’s good to prepare for anything that might come our way. Many of us take months to prepare for a wedding or moving to another city, but when it comes to estate planning, we tend to push it aside, year after year. There are a lot of myths surrounding estate planning,...
Many Californians plan for when their time comes to leave this world. However, it's important not to overlook the possibility of living but being incapacitated and unable to manage affairs. Incapacity could result from diseases like Alzheimer's, dementia, temporary...
