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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 plan often
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 summer with
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 ease the
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 their loved
Think you don’t need an estate plan? Think again
Many of our readers in California may be thinking that it is finally time to start drafting an estate plan. If you have reached that
Don’t overlook this when drafting an estate plan
While death is a part of life, it is often something individuals in California and elsewhere do not want to think about. Nonetheless, it is
How to choose the right person as your trustee
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
What are a trustee’s responsibilities after a death?
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
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 upon death.
Retirement plan assets are not always exempt from creditors
While residents of San Jose and the greater Bay Area may believe otherwise, retirement accounts are not always safe from creditors. Federal law covers retirement
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