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CalSavers case: Rethinking retirement and estate planning
Prudent estate planning applies a financial sunscreen to the future. Since 2017, CalSavers, the statewide pension program, has applied a legal sunscreen to
Have you considered legacy planning as part of your estate plan?
You may have taken the wise step of executing an estate plan stating what is to happen to your financial assets once you
Discussing the touchy topic of estate planning with your parents
Your parents raised you with love and have given you all the advantages in life they could. Now they are aging, and you
Five common living trust myths
Many San Jose area residents know the benefits of estate planning, while many others have not taken the time to create an estate
Part of a blended family? Be careful with your estate plan
Figuring out who want to inherit your assets might seem easy enough, but without proper planning you and your loved ones might find
Understanding benefits of a special needs trust in California
California families that include a person with special needs, whether that person is a minor child or an adult, face unique issues when
What is a trustee’s responsibility to make prudent investments?
In California, being a trustee is a major responsibility. People who are willing to accept it are often surprised at its complexity. To
Asset protection strategies you may want to utilize
When a San Jose area resident starts the estate planning process one of their main goals is to protect their assets for future
How often should you update your estate plan?
Creating an estate plan isn’t a task many people rush to take care of. In fact, most Americans put off estate planning. So,
What to include in incapacity plan and who to pick to manage it
Planning for incapacity is not something estate planners always immediately think of but it is as important as other parts of their estate
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