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.
When we talk to our friends and families about estate planning, sometimes, we are asked to be an executor or a trustee. At the time, we may say yes not really understanding what that means, but thinking that it may never actually happen, and if so, it will be decades...
Many San Jose area residents know the benefits of estate planning, while many others have not taken the time to create an estate plan for their unique situation. Regardless of whether a person has an estate plan or not, a living trust may be a good estate planning...
In California, being a trustee is a major responsibility. People who are willing to accept it are often surprised at its complexity. To be sure, trust administration can be confusing and worrisome, especially when it comes to making investments to benefit the trust...
Far too many people procrastinate when it comes to estate planning. They might think that they can do it later or that it’s unnecessary given their limited assets or their simplified plans for asset distribution. But putting off estate planning is dangerous. It can...
People in California work hard for their money and generally people would like to be able to keep it for their own purposes. People may also be getting older and want to make sure that their money and assets end up going to their family when they pass away. However,...
Many Californians plan for when their time comes to leave this world. However, it's important not to overlook the possibility of living but being incapacitated and unable to manage affairs. Incapacity could result from diseases like Alzheimer's, dementia, temporary...
Parents of special needs children in California possess additional reasons to carefully plan their estates. These reasons include guardianship issues, evaluation of available resources and income caps that are applied if the child is receiving Medicaid or SSI...
It's important for every adult in California to have some kind of estate plan in place. This can be as simple as designating beneficiaries on insurance policies and writing a will. For small business owners, it's important to have two sets of plans in place. The first...
In California, there are seven types of trusts. These include the six that go into effect at the time of an individual’s death and comprise life insurance, marital, minor's, testamentary and special needs trusts. The two types of living trusts in California are the...
Marriages come with many changes, and you should update your estate plan to reflect this happy event in your life. However, if you or your spouse have children from a prior relationship, you should take additional steps to protect their inheritance. Who will act as...
