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You may find the concept of probate to be confusing. You may even ask, “You mean my property does not just go straight to my heirs, as my will instructs?” Unfortunately, probate involves a lot more than simply distributing assets to heirs. Creditors and taxes need to...
With record numbers of baby boomers retiring every year, there is a lot of angst over how people are doing it, whether they’ve saved enough, or if they are picking the wrong time to retire. According to a 2019 survey, more than half of respondents cited a fear of...
As parents get ready to send their children off to college, they are usually at the apex of careful financial planning that began in the nursery. While there are many ways to save for college, whether through a trust, IRA, or other investment tool, many people in...
When people in California think about estate planning, they may think about wills. These are very important documents for people to have as they plan for their passing. Wills state who will receive their property after they pass away, and this is often the main focus...
Much like no one wants to think about their demise, it is not pleasant to consider the possibility of incapacitation. While this might be a greater concern for the aging population in California and elsewhere, the reality is that anyone could be incapacitated in the...
In the past, Californians and people throughout the United States might have been under the impression that creating an estate plan was something that could wait until they were older and more established. The lack of urgency often resulted in confusion as to how a...
A lot of people consider estate planning to be pretty low on their list of priorities. And when they finally do get around to creating the documents that they need to protect their assets and their loved ones, they sometimes try to cut corners to save time and money....
California residents who are experiencing financial struggles or debt may wonder what can happen to their retirement plans if creditors come calling. A retirement plan is something most people consider one of their most valuable assets. It provides a sense of security...
Even conscientious Californians might make missteps with their estate plan. Many might perceive that to be connected to omitting important aspects, failing to account for all circumstances or making a clerical error. However, even those who have crafted an estate plan...
Almost every San Jose area family has at least one family member with dementia or Alzheimer’s. A dementia diagnosis is common among older adults, but it can still be a disheartening family event. When a person has been diagnosed with dementia there are estate planning...
