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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
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
Selling a Home as a Successor Trustee
When a homeowner places a property in a trust, the responsibility of managing and eventually selling that home may fall to the successor
What are the pros and cons of a California 529?
As parents get ready to send their children off to college, they are usually at the apex of careful financial planning that began
Effective estate planning may include updating it periodically
Even conscientious Californians might make missteps with their estate plan. Many might perceive that to be connected to omitting important aspects, failing to
Addressing digital assets is essential with estate planning
In San Jose and across California, estate planning is taking on newfound urgency. People are increasingly concerned about the future, taking care of
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
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
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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Recent Posts
- Naming a Trustee in San Jose: Should You Choose a Family Member or a Professional Trustee?
- Estate Planning for Aging Parents in San Jose: What Adult Children Should Know
- How to Plan Your Estate as an Immigrant in Santa Clara County
- Estate Planning for San Jose Homeowners: Protecting High-Value Real Estate
- What Is a Pour-Over Will, and Do San Jose Residents Need One?