Blog
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
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
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
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
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
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
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
What are some needed items for incapacity plans?
The term, “incapacity plan,” refers to that part of your estate plan that activates when (if) you become incapacitated but are still alive.
How long must a conservator serve in the role?
When Californians think about estate planning, it is natural to focus on wills, trusts and other basic aspects of preparing for the future.
Do I need to update my estate plan after having kids?
Congratulations! Having a child is a life-affirming and life-changing event, and you are going to be a great parent. Breathe, and take it
Categories
- Blog (4)
- Estate Administration (14)
- Estate Planning (50)
- Firm News (1)
- Probate (16)
- Trusts (19)
- Uncategorized (17)
- Wills (24)