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,...
Special needs trusts help many disabled Californians retain their eligibility for public benefits while holding different types of assets in trust. This can help people with special needs receive benefits through services such as Medicaid while providing them with...
There are different situations in people’s lives in California that put them in a position where they cannot care for themselves properly. This could be when they are young and not ready or capable of providing for themselves. Children rely on their parents to provide...
When you are expecting a new child, you are likely readying the nursery and making your birth plan. Your financial concerns regarding your child may center around how to pay for childcare and diapers or even saving for college. You likely are not thinking that there...
Are you worried about how your estate’s assets are going to be utilized once you’re gone? Are you concerned that your loved ones will simply rely on their inheritance to get by, thereby diminishing their motivation to live up to their potential? If you answered “yes”...
For a Californian who is aging or has experienced a life event that leaves them unable to oversee their affairs, a conservatorship might be necessary. Under the conservatorship, the person – the conservatee – will be protected by someone who has been appointed to fill...
The components of your estate plan will vary depending on your specific needs and the needs of your family. There are many tools available for you to use in your estate plan, from basic wills to various types of trusts. For example, many people find that living trusts...
If you have a physically or mentally disabled child, you know that planning for their future is important. A disabled child requires special care, and that care doesn’t stop when the child turns 18. Many disabled children will require help for the rest of their lives....
An estate plan is crucial if you want to protect your assets and ensure that your loved ones and the endeavors that you care about are adequately supported. But a lot of people find it challenging to create an estate plan. Some fear the thought of their own mortality,...
A special needs trust is an estate planning tool residents of the Bay Area may want to create in order to provide for a loved one who has a disability. For example, parents of an adult child who cannot function independently should consider this option. The special...
