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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.
California residents who are experiencing financial struggles or debt may wonder what can happen to their retirement plans if creditors come calling. A retirement plan is something most people consider one of their most valuable assets. It provides a sense of security...
When an adult is not able to care for him or herself or manage his or her own finances, it may be necessary to consider a conservatorship. Through the conservatorship process, a court can appoint a person or organization to care for him or her. Types of...
Young or old, rich or poor, married or single, individuals in California and elsewhere should understand the benefits the estate planning process could have for them. One does not need to be elderly, ill, wealthy or have a large family in order to establish an estate...
In California, estate planning is a crucial aspect of full preparedness. The most basic type of estate plan is a will. People might think they understand the fundamentals of wills, but there is nuance that can be complicated and confusing, calling the document into...
As a San Jose resident works toward retirement, they may consider the different ways that their assets will be divided and distributed at the time of their death. Many individuals choose to execute estate plans to ensure that their intentions are honored, and their...
Although no one in the San Jose area wants to think about whether they will be incapacitated at some point in their lives, planning for this event is important. Each year countless numbers of people become unable to manage their affairs. Whether it is temporary...
So many aspects of our day-to-day life involve using the Internet in some matter. We do our banking online, communicate through email or social media, pay bills online, handle investments online and more. While this technology has made much of our life easier, it can...
In California, a conservatorship is generally used for people who have elderly or disabled loved ones who are incapable of effectively overseeing their own affairs. These individuals might have had lifelong issues or have suddenly experienced a decline in their...
