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.
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...
In California, being a trustee is a major responsibility. People who are willing to accept it are often surprised at its complexity. To be sure, trust administration can be confusing and worrisome, especially when it comes to making investments to benefit the trust...
When a San Jose area resident starts the estate planning process one of their main goals is to protect their assets for future generations. Unfortunately, not all estate plans are effective in protecting a family’s assets. There can be many issues that result in a...
Creating an estate plan isn’t a task many people rush to take care of. In fact, most Americans put off estate planning. So, once you create an estate plan, you likely are glad you’ve finished it. However, will you need to revisit your estate plan? Are there specific...
Planning for incapacity is not something estate planners always immediately think of but it is as important as other parts of their estate plan. It addresses what medical care they want to receive, or do not wish to receive, and who will be directing that medical care...
Young or old, rich or poor, married or single, individuals in California and elsewhere should understand the benefits the estate planning process could have for them. One does not need to be elderly, ill, wealthy or have a large family in order to establish an estate...
In California, estate planning is a crucial aspect of full preparedness. The most basic type of estate plan is a will. People might think they understand the fundamentals of wills, but there is nuance that can be complicated and confusing, calling the document into...
Without a will, the estate planner’s estate may not be administered or distributed how they want it to. Having a comprehensive estate plan and helps to ensure the estate planner’s estate is handled according to their wishes when they pass. This can be beneficial for...
Many San Jose area residents have taken the time to create their estate plan. An estate plan is important in ensuring a person’s assets are distributed as they intend upon their death and that their legacy is protected. As part of a comprehensive estate plan, a living...
As a San Jose resident works toward retirement, they may consider the different ways that their assets will be divided and distributed at the time of their death. Many individuals choose to execute estate plans to ensure that their intentions are honored, and their...
