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The chances that you’ll need long-term care at some point in the future is probably higher than you realize. In fact, someone turning 65 has about a 70% chance of needing some sort of long-term care in the future. And this long-term care can be extraordinarily...
When a California resident establishes a trust as part of an estate plan, that person (called the “settlor”) usually makes a substantial effort to find the right person to name as trustee. Potential settlors look at a person’s financial experience, knowledge of legal...
An important and often overlooked step necessary for planning your estate is to sufficiently fund your own retirement. While factors such as wealth and education contribute to the dollar value of your retirement, an average number establishes a baseline from which you...
The older a person gets, the more likely it is that they will suffer from a physical or mental condition that makes it impossible for them to make their own decisions. California residents should think about creating a power of attorney to assign someone to make...
Planning for, or dealing with, an incapacitation can be one of the most difficult aspects of estate planning. Your loved ones mean everything to you and you want to ensure they’re cared for properly. If you’re new to this area of California law, you’re probably...
The term, “incapacity plan,” refers to that part of your estate plan that activates when (if) you become incapacitated but are still alive. It can be extremely important. About two-thirds of us still do not even have a will, at least according to Caring.com. However,...
When Californians think about estate planning, it is natural to focus on wills, trusts and other basic aspects of preparing for the future. Incapacity planning is not something people want to consider, but when loved ones are getting older and experiencing declining...
Congratulations! Having a child is a life-affirming and life-changing event, and you are going to be a great parent. Breathe, and take it one day at a time. But, do not forget that you need to update your San Jose, California, estate plan as soon as possible. Changing...
There are several key moments in your life when you should consider updating your estate plan in addition to regular and routine reviews. It is beneficial for estate planners to know when those times are and when they should consider taking a second or third look at...
A successor trustee in California has many responsibilities. A successor trustee is someone who steps into the role of the grantor, who is the person who established a trust after that person passes away. One of the biggest actions you may need to take as a successor...
