Most of us in San Jose plan to retire someday. We set money aside in 401(k)s, stocks, mutual funds and other investments during our working years so we can live comfortably for the rest of our life. And, while life expectancy has reduced slightly in the past two...
When it comes to estate planning, many create it to serve their needs and wishes in the event of their death or incapacitation. While these are not easy events to consider or plan for, the reality is that you never know what the future holds. The same goes for parents...
When you are getting ready for a trip, you have a lot of things on your mind. Many of us create lists of items to pack or errands to take care of before we leave. One thing you may not think about before you travel is your estate plan. If you do not have an estate...
Californians and people across the nation were impacted in various ways by the recent national health crisis. For many, in addition to being a financial, professional, physical, emotional and personal challenge, it highlighted the importance of being fully prepared...
When you become a parent, your life changes. In an instant, this new little human becomes the most important person in your life. You care for them and watch them grow. However, what happens if this child you love becomes unable to meet their own needs, either in...
Planning for the future can seem difficult to many people because no one knows what the future will bring. But, that is exactly the purpose of estate planning. You don’t know what will happen in the future, but when you have an estate plan in place you can leave a...
On its face, estate planning might seem relatively simple. You just write up a document that specifies where your assets are going to go when you pass away, right? Sort of. But the truth of the matter is that estate planning is much more complicated than that,...
Californians who take the necessary step to create a well-rounded estate plan must tailor it to suit their needs. In cases involving a minor who will need a guardianship, it is important to select the right person to serve as the guardian. It is a significant...
Choosing who will be the executor of your will is an important decision. Personal representatives, along with the court, are largely responsible for ensuring that your will goes through probate in a timely and accurate manner, according to your wishes. But what if the...
In a 2021 Caring.com survey, they found that about 66% of us do not have an estate plan or even a will. And, this is not that surprising as estate planning can seem macabre, and it is never an easy conversation. But, what some forget is that San Jose, California,...
