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Are you ready to be a guardian?
When you are estate planning you have some difficult decisions to make. One of the most important and emotional decisions parents will have to make
What does “power of attorney” mean?
For residents of the San Jose area who are beginning to explore their best options for estate planning, there can be many terms or phrases
Incapacity planning and naming a conservator
Unfortunately, we cannot look into a crystal ball and instantly know our future. Nonetheless, individuals in California and elsewhere can speculate what the future might
Federal estate tax and gift tax exemption to increase in 2023
Estate taxes and gift taxes are something that most people in San Jose will not have to worry about. However, for those of greater wealth
A trust for IRA or retirement funds can benefit Californians
Many San Jose residents may have used an Individual Retirement Account, or IRA, to set aside money for their retirement. To give some background, IRAs
Four ways to ensure that you can pay for long-term care
The chances that you’ll need long-term care at some point in the future is probably higher than you realize. In fact, someone turning 65 has
Grounds for removing a trustee in California
When a California resident establishes a trust as part of an estate plan, that person (called the “settlor”) usually makes a substantial effort to find
What is an average inheritance?
An important and often overlooked step necessary for planning your estate is to sufficiently fund your own retirement. While factors such as wealth and education
Choosing a power of attorney agent
The older a person gets, the more likely it is that they will suffer from a physical or mental condition that makes it impossible for
The difference between a conservatorship and power of attorney
Planning for, or dealing with, an incapacitation can be one of the most difficult aspects of estate planning. Your loved ones mean everything to you
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