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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.
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...
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...
