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.
If you have children, you likely love all them equally. Yet, when it comes to estate planning, you will need to consider more than the strength of your relationship with them. Your children may have differing circumstances and needs, and it may be inappropriate to...
Although no one in the San Jose area wants to think about whether they will be incapacitated at some point in their lives, planning for this event is important. Each year countless numbers of people become unable to manage their affairs. Whether it is temporary...
Far too many people procrastinate when it comes to estate planning. They might think that they can do it later or that it’s unnecessary given their limited assets or their simplified plans for asset distribution. But putting off estate planning is dangerous. It can...
So many aspects of our day-to-day life involve using the Internet in some matter. We do our banking online, communicate through email or social media, pay bills online, handle investments online and more. While this technology has made much of our life easier, it can...
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...
