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 people in the Bay Area may wonder why they would need to think about protecting their property during the estate planning process. After all, usually those who are thinking about complex estate planning have plenty of assets that they are wanting to pass down to...
Many San Jose area residents have taken the time to create an estate plan to protect their assets. One part of the estate plan often includes a revocable trust. This type of trust can help an executor transfer assets upon their death in order to avoid probate. But...
