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.
Without a will, the estate planner’s estate may not be administered or distributed how they want it to. Having a comprehensive estate plan and helps to ensure the estate planner’s estate is handled according to their wishes when they pass. This can be beneficial for...
Many San Jose area residents have taken the time to create their estate plan. An estate plan is important in ensuring a person’s assets are distributed as they intend upon their death and that their legacy is protected. As part of a comprehensive estate plan, a living...
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...
Whether it was a surprise or not, the result still hit you like a punch in the stomach. You and your siblings were excluded from your father’s will, while your stepmother received most of your father’s estate. Something does not sit right, and you have a hunch that...
When California residents think about getting started on their estate plans, they may believe that the whole process is a bit daunting because of all of the potential options. However, despite the fact that each individual and family in California has different family...
Estate planning is never an easy subject. Thinking about what happens after you are gone is not often a subject people want to think about. Even so, estate planning and will creation is something that everyone should do. People are so opposed to estate planning...
As anyone in the San Jose area probably knows from experience, medical care is expensive. It gets even more expensive as a person ages because they may require addition visits to the doctor and, eventually, placement in a nursing home or other assisted living...
A will can accomplish many tasks. It can appoint a guardian for minor children or vulnerable adults. It can appoint an executor to be in charge of administering the estate. For most wills, the most important task for a will is to provide instructions on how the writer...
People in California who are unable to handle their own affairs because of various issues must be protected. This can be due to pending incapacity or ongoing factors that render them in need of assistance from a trusted person. This is where conservatorships can be...
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...
