Estate taxes and gift taxes are something that most people in San Jose will not have to worry about. However, for those of greater wealth
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 65 has
Planning for, or dealing with, an incapacitation can be one of the most difficult aspects of estate planning. Your loved ones mean everything to you
The term, “incapacity plan,” refers to that part of your estate plan that activates when (if) you become incapacitated but are still alive. It can
A successor trustee in California has many responsibilities. A successor trustee is someone who steps into the role of the grantor, who is the person
Planning for incapacity is not something estate planners always immediately think of but it is as important as other parts of their estate plan. It
Estate planning is never an easy subject. Thinking about what happens after you are gone is not often a subject people want to think about.
It’s good to prepare for anything that might come our way. Many of us take months to prepare for a wedding or moving to another
Asset protection techniques include the steps an individual can take to avoid the potential loss of property when targeted by a lawsuit. These techniques can
When Californians get a life insurance policy or open a retirement account, one of the first steps is to fill out a beneficiary designation. This
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