The idea of estate planning can be depressing and daunting. It can be depressing because no one wants to think about their death, and it can be daunting because you may not know where to begin. Sometimes it helps to break down a topic like estate planning into two...
Most residents of the Bay Area who are exploring the possibility of creating an estate plan soon run into financial planners who sell themselves as estate planning experts. Many estate planning experts also attempt to convince potential clients that they can be...
A special needs trust can provide benefits to families which is why they are an important estate planning tool to be familiar with and understand. Estate planners considering estate planning options should what a special needs trust is and the benefits of having one...
Creating an estate plan is a wise step in California. People who do so are preparing for the future not just for themselves, but for loved ones as well. However, simply creating an estate plan does not automatically mean it is devoid of mistakes. On the contrary,...
The deadline for completed real estate transfers that would not be subject to the new exclusion rules lapsed several months ago. It appears that initiatives to delay the enactment of many provisions within Proposition 19 until February 2023 have not gained significant...
Blended families, those marriages that include kids from prior marriages, are ever increasing as the divorce rates in the U.S. remain extremely high (about 50%). Indeed, as divorce rates continue to be high, and with the divorce tsunami ever increasing from last year...
Many San Jose area residents have already taken the time to create an advanced health care directive. An advanced health care directive is an important document where a person writes their wishes about what they want to happen to them when they become incapacitated....
This blog has touched on digital property in the past. Indeed, in a recent post, we looked at how a power of attorney is affected by digital assets. In this post though, we will look at digital assets more broadly. What are digital assets? Digital assets are,...
When we are working the daily nine-to-five, we dream of the day that we can finally retire. However, life expectancy is on the upswing and many people find that they are outliving their retirement assets. If this happens to you, you may want to consider one of the...
You took the time to craft a comprehensive estate plan that details the distribution of your assets and provides financial security to your loved ones through trusts. Now, unfortunately, you realize you neglected to mention your numerous digital assets. In recent...
