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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.
Even conscientious Californians might make missteps with their estate plan. Many might perceive that to be connected to omitting important aspects, failing to account for all circumstances or making a clerical error. However, even those who have crafted an estate plan...
Almost every San Jose area family has at least one family member with dementia or Alzheimer’s. A dementia diagnosis is common among older adults, but it can still be a disheartening family event. When a person has been diagnosed with dementia there are estate planning...
On its face, estate planning may seem relatively easy, especially if you have limited assets or your family dynamics are pretty simple. But life changes, and so should your estate plan. If you neglect to revisit your estate plan when important life events occur, then...
