One of the best gifts you can give your family is financial security. However, if you have accrued significant assets, passing them on to your
Life insurance is just as much a part of a well-rounded estate plan as a will. They are an invaluable tool for providing your heirs
You want to spend the rest of your life with your spouse and ensure they are cared for after you’re gone. That’s a noble and
When a California resident establishes a trust as part of an estate plan, that person (called the “settlor”) usually makes a substantial effort to find
Trusts play an important part in many estate plans, but many settlors (the persons establishing the trust) play very little attention to the selection of
There are so many aspects in life in California that are unpredictable. People have very few guarantees in life. Unfortunately, one of the only guarantees
When we talk to our friends and families about estate planning, sometimes, we are asked to be an executor or a trustee. At the time,
Many San Jose area residents know the benefits of estate planning, while many others have not taken the time to create an estate plan for
In California, being a trustee is a major responsibility. People who are willing to accept it are often surprised at its complexity. To be sure,
Far too many people procrastinate when it comes to estate planning. They might think that they can do it later or that it’s unnecessary given
"*" indicates required fields
