Blog

What to Look for in a Potential Power of Attorney
A power of attorney document allows you to give someone the ability to make decisions on your behalf if you are incapacitated. The

What Is an Asset Protection Plan and How to Create One
The heart of estate planning is about providing for the people, organizations, and causes that you care about even after you are gone.

Why You Need to Update Your Will
If you have already written a will, you’re in the minority. Less than half of all American adults report having a will describing

How to Handle Your House in Your Estate Plan
Your home is among the most important investments you’ve ever made. It’s likely also the location of many wonderful memories and sentimental attachments.

The Importance of Planning for Incapacity
People are living longer than ever, which is undoubtedly a good thing. However, it means that people planning for the future must consider

The Difference Between a Will and an Estate Plan
Many people assume that a will is the only document they need to plan for their passing. While wills are valuable, they only

How Gifting Impacts Estate Plans in California
Estate planning allows you to support your loved ones after you’re gone. However, that can make the planning process feel unrewarding. You’re going

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

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

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
Categories
- Blog (4)
- Estate Administration (16)
- Estate Planning (65)
- Firm News (1)
- Probate (18)
- Trusts (22)
- Uncategorized (17)
- Wills (27)
Recent Posts
- Should You Establish a Digital Estate Plan?
- Estate Inventory Checklist: How to Organize Assets for Probate
- Estate Inventory Checklist: How to Organize Assets for Probate
- Locked-In for Life: Benefits and Drawbacks of Irrevocable Life Insurance Trusts
- What Is a Spousal Lifetime Access Trust and Should You Add One to Your Estate Plan?