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.
There are so many aspects in life in California that are unpredictable. People have very few guarantees in life. Unfortunately, one of the only guarantees in life is that people will pass away at some point in time. It is important that people plan for this occurring...
When most people think about estate planning, they are probably concerned, first and foremost, with the decisions about who will receive their assets upon death. However, although there are certainly millions of California residents who need to address that estate...
While residents of San Jose and the greater Bay Area may believe otherwise, retirement accounts are not always safe from creditors. Federal law covers retirement plans that are subject to the Employee Retirement Income Security Act, or ERISA. ERISA offers employees...
