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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
Mistakes to avoid in the estate planning process
Young or old, rich or poor, married or single, individuals in California and elsewhere should understand the benefits the estate planning process could
Ways to plan for incapacity
Although no one in the San Jose area wants to think about whether they will be incapacitated at some point in their lives,
Mistakes to avoid in the estate planning process
When California residents think about getting started on their estate plans, they may believe that the whole process is a bit daunting because
What is an asset protection trust?
People in California work hard for their money and generally people would like to be able to keep it for their own purposes.
How estate planning helps parents of children with special needs
Parents of special needs children in California possess additional reasons to carefully plan their estates. These reasons include guardianship issues, evaluation of available
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- Estate Administration (9)
- Estate Planning (53)
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- Legal Guardianship (2)
- Life Insurance (1)
- Marital Agreements (1)
- Probate (14)
- Trust Administration (2)
- Trusts (28)
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- Wills (11)
Recent Posts
- What Assets Are Subject to Probate in California?
- No-Contest Clauses in California Trusts and Wills: What They Can and Cannot Do
- Medi-Cal Planning and Trusts in California: Protecting Assets While Qualifying for Long-Term Care
- Qualified Personal Residence Trusts (QPRTs) for Bay Area Homeowners
- How to Protect Minor Children’s Inheritances in California