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Don’t overlook this when drafting an estate plan
While death is a part of life, it is often something individuals in California and elsewhere do not want to think about. Nonetheless,
How to choose the right person as your trustee
Trusts play an important part in many estate plans, but many settlors (the persons establishing the trust) play very little attention to the
What are a trustee’s responsibilities after a death?
There are so many aspects in life in California that are unpredictable. People have very few guarantees in life. Unfortunately, one of the
How is estate planning different for single people?
When most people think about estate planning, they are probably concerned, first and foremost, with the decisions about who will receive their assets
Retirement plan assets are not always exempt from creditors
While residents of San Jose and the greater Bay Area may believe otherwise, retirement accounts are not always safe from creditors. Federal law
How will tax laws affect legacy planning in retirement?
When Californians plan for retirement, they usually think not just about their own financial comfort and long-term care plan, but also how they
So, you’re named as a Successor Trustee. Now what?
When we talk to our friends and families about estate planning, sometimes, we are asked to be an executor or a trustee. At
Why you should include your crypto in your estate plan
With artists like Grimes selling millions in NFTs and thousands of newly minted Dogecoin millionaires over the past few months, digital assets, like
Three major estate planning mistakes to avoid
Estate planning can be a touchy subject, especially for Californians who are not ready to think about what will happen to their possessions
Key facts a person granting a power of attorney should know
A power of attorney is something that many Californians will consider as they are moving forward with estate planning. While other documents like
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