It's hard to deny that life is sometimes unpredictable. Considering that, you might be wondering about what happens to your assets when you pass away or are otherwise incapacitated. To help ensure the ones you leave behind get taken care of, you might need either a...
Long-term care options that do not deplete your estate
The traditional advice is to purchase long-term care insurance before you are 60 to keep it affordable. But there is a risk that you suffer an illness when you are younger and before making this investment. There are options, however, that help pay for long-term care...
Are you ready to talk to your parents about estate planning?
As our parents age, we oftentimes find ourselves worried about their wellbeing. This concern can stretch to nearly every aspect of their lives, but there’s one issue that shouldn’t be overlooked: estate planning. Far too many individuals put off estate planning until...
What happens if someone dies without an estate plan?
It is an unfortunately common situation. All too often, San Jose residents have the good intentions to draft and execute estate planning documents, only to wait too long and pass away before their estate plans are complete. It can be frustrating and confusing for...
When to update an estate plan in San Jose, CA
Many people make the mistake of creating an estate plan and then never revisiting it. While it may seem like they’ve done their due diligence simply by creating an estate plan, there are several life events that can create the need for a change in an existing estate...
The basic documents in an estate plan
California residents have plenty of options when it comes to crafting a comprehensive estate plan. In fact, for some people there can seem to be so many options that the variety and scope could be one of the reasons they put off this important task. However,...
Leaving a secure and meaningful legacy
Leaving assets and values to heirs is important goal. Estate planning can help protect your assets and leave a consequential legacy. Your money and where it goes Determining costs such as your retirement and other significant expenses for you and your spouse helps...
Estate planning after dementia diagnosis
Almost every Bay Area area family has at least one family member with dementia or Alzheimer’s. A dementia diagnosis is common among older adults, but it can still be a disheartening family event. When a person has been diagnosed with dementia there are estate planning...
Organizing an estate plan can save time and money
As Californians age, the idea of preparing an estate plan becomes more important. But what is an estate plan? And what goes into an estate plan? While preparing a complete estate plan can require the services of an expert attorney, organizing the basic information for...
Steps to think about when you are ready for estate planning
Most people in California know that they should address the important task of estate planning sooner rather than later, but they may be mystified by the options, or they may believe some of the “myths” about estate planning that are quite common. Whatever the reason...
