Although Californians can take legal estate planning steps as soon as they reach adulthood, many young people put off even writing a will.  There may be many reason for the delay. Young people are typically in good health, and they may think that an estate plan would...

As we age, we tend to worry about our loved ones’ financial stability when we’re no longer around. This is what drives many people to engage in estate planning. But if you’re worried about your grandchildren’s financial wellbeing, then there may be steps that you can...

People in California approach estate planning from many different angles. For some, the most important part is to designate a guardian for minor children. For others, the distribution of their estate is the most crucial part of the process. And for others, minimizing...

The idea of estate planning can be depressing and daunting. It can be depressing because no one wants to think about their death, and it can be daunting because you may not know where to begin. Sometimes it helps to break down a topic like estate planning into two...

Most residents of the Bay Area who are exploring the possibility of creating an estate plan soon run into financial planners who sell themselves as estate planning experts. Many estate planning experts also attempt to convince potential clients that they can be...

Creating an estate plan is a wise step in California. People who do so are preparing for the future not just for themselves, but for loved ones as well. However, simply creating an estate plan does not automatically mean it is devoid of mistakes. On the contrary,...

The deadline for completed real estate transfers that would not be subject to the new exclusion rules lapsed several months ago. It appears that initiatives to delay the enactment of many provisions within Proposition 19 until February 2023 have not gained significant...

Blended families, those marriages that include kids from prior marriages, are ever increasing as the divorce rates in the U.S. remain extremely high (about 50%). Indeed, as divorce rates continue to be high, and with the divorce tsunami ever increasing from last year...

Many San Jose area residents have already taken the time to create an advanced health care directive. An advanced health care directive is an important document where a person writes their wishes about what they want to happen to them when they become incapacitated....

This blog has touched on digital property in the past. Indeed, in a recent post, we looked at how a power of attorney is affected by digital assets. In this post though, we will look at digital assets more broadly. What are digital assets? Digital assets are,...