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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
Incapacity planning for those diagnosed with dementia
Almost every San Jose area family has at least one family member with dementia or Alzheimer’s. A dementia diagnosis is common among older
Are you prepared to disinherit someone?
On its face, estate planning may seem relatively easy, especially if you have limited assets or your family dynamics are pretty simple. But
The importance of competent advice when creating a living trust
In California, people generally understand the importance of estate planning but might not be sure how to go about it. This is especially
Understanding conservatorships in California
When an adult is not able to care for him or herself or manage his or her own finances, it may be necessary
What is the point of asset protection planning?
Many people in the Bay Area may wonder why they would need to think about protecting their property during the estate planning process.
It is important to fund a revocable trust
Many San Jose area residents have taken the time to create an estate plan to protect their assets. One part of the estate
Estate planners hope to dodge bullet on inherited assets
Death and taxes go hand in hand for estate planners in California, but the expectations of their returns took a nosedive over the
How to prepare for incapacity
Incapacity planning is an important part of the estate planning process. Estate planners should know how to prepare a plan for incapacity 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
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