The term, “incapacity plan,” refers to that part of your estate plan that activates when (if) you become incapacitated but are still alive. It can be extremely important. About two-thirds of us still do not even have a will, at least according to Caring.com. However,...
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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.
Month: July 2022
How long must a conservator serve in the role?
When Californians think about estate planning, it is natural to focus on wills, trusts and other basic aspects of preparing for the future. Incapacity planning is not something people want to consider, but when loved ones are getting older and experiencing declining...
Do I need to update my estate plan after having kids?
Congratulations! Having a child is a life-affirming and life-changing event, and you are going to be a great parent. Breathe, and take it one day at a time. But, do not forget that you need to update your San Jose, California, estate plan as soon as possible. Changing...