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Power of attorney and incapacity planning
Much like no one wants to think about their demise, it is not pleasant to consider the possibility of incapacitation. While this might be a
Increasingly, younger people are creating estate plans
In the past, Californians and people throughout the United States might have been under the impression that creating an estate plan was something that could
Five reasons why you shouldn’t create your own estate plan
A lot of people consider estate planning to be pretty low on their list of priorities. And when they finally do get around to creating
Are my retirement plans protected from creditors?
California residents who are experiencing financial struggles or debt may wonder what can happen to their retirement plans if creditors come calling. A retirement plan
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 account for
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 adults, but
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 life changes,
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 worrisome for
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 to consider
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. After all,
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