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.
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...
You may have taken the wise step of executing an estate plan stating what is to happen to your financial assets once you pass away. However, what about non-financial assets that are important to you? Legacy planning is an important part of estate planning that many in...
Your parents raised you with love and have given you all the advantages in life they could. Now they are aging, and you may be surprised to find that they do not have an estate plan. Bay Area residents who find themselves in such a situation will want to discuss...
Many San Jose area residents know the benefits of estate planning, while many others have not taken the time to create an estate plan for their unique situation. Regardless of whether a person has an estate plan or not, a living trust may be a good estate planning...
Figuring out who want to inherit your assets might seem easy enough, but without proper planning you and your loved ones might find yourself in a crisis. This is because even those who think they have the simplest estate and only want their direct loved ones to...
California families that include a person with special needs, whether that person is a minor child or an adult, face unique issues when preparing an estate plan. The problem is created by the fact that a number of government programs that provide aid to persons with...
