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...
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Understanding conservatorships in California
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...
Mistakes to avoid in the estate planning process
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...
Estate planning and issues with competency when creating a will
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...
Can payable on death accounts help protect your wealth?
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...
Ways to plan for incapacity
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...
Do not overlook your digital assets when estate planning
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...
Understanding conservatorships and potential alternatives to them
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...