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Becoming a parent is one of the most rewarding and life-changing experiences you can have. Along with the joy of welcoming a new child, it is important for new parents to think about how to secure their child's future. Taking the right estate planning steps is one way...
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 years, people in the United States can expect to live into their…
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 plan set up, creating…
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 for the future. That includes having an estate plan to ensure their property goes where they want it to go and…
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 detailed set of instructions for how your affairs should be…
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, especially if you want to maximize the benefits of the process. Despite that,…
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 is the possibility you will pass on before your child is grown. While this…
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” to either of these questions, then you need to shape your estate plan in…
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 are the best way to ensure that your estate planning needs are…
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, while others just put it low on their list of priorities,…