Estate Planning

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...

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,...

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”...

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...

When it comes to planning, people tend to put things off. But many people in California and elsewhere may not realize that even setting up the most basic estate planning documents such as a will can provide the foundation for financial security for their loved ones....

Good estate planning can have a lot of moving parts and there are some aspects which will have more use to you than others. Your needs will also change throughout your life, as you age and different events require different approaches to your estate plan. Powers of...

For many Californians, estate planning is something they put off. While this is understandable given the subject matter and that it is essentially acknowledging one’s own mortality – something that people are often reluctant to do – it is frequently a mistake. Younger...