Estate Planning When You Have No Heirs | Silicon Valley Will and Estate Lawyer

It’s entirely possible for someone to have an estate and no one to inherit it when they die. It could be due to not having children of one’s own and no other family. It could also be due to outliving all of one’s relatives, or not having relatives who live in the United States. Whatever […]

Understanding the Process to Obtain a Conservatorship in Santa Clara County

Even with the best intentions, most senior citizens don’t plan for a future in which they may be incapacitated. Perhaps they didn’t want to face the prospect of losing autonomy, or perhaps they fell ill before they had a chance to plan. Either way, for those with elder relatives and loved ones who no longer […]

Silicon Valley Probate Lawyer Reveals 8 Important Steps to Take After the Death of a Loved One

As a Silicon Valley Probate Lawyer, I’m commonly asked, “What are the most important steps I need to take after the death of a loved one?” While each situation is different, there are eight general tasks that I advise families to start with when attempting to finalize their loved one’s affairs and close out the […]

Santa Clara Will and Trust Lawyers: How to Ensure Your Estate Plan Doesn’t Spark a Family Feud

Unfortunately, family feuds that center around someone’s will or trust are a tale as old as time. Even if this is not something you have personally experienced, you may have heard a few horror stories. As Santa Clara will and trust lawyers, we have seen them! While family squabbles after the death of a loved […]

Santa Clara Will Lawyer Offers Essential Estate Planning Considerations for Parents

Being a responsible parent is usually associated with bedtime stories with toddlers, homework reminders for grade schoolers, and trying to decide whether or not your teenager is responsible enough to drive to school on his or her own. Creating an estate plan for those children is not something we usually associate with responsible parenting, but, […]

San Francisco Bay Area Pet Trust Lawyer: Pet Trusts…They’re Not Just for the Rich and Famous

Not too long ago, a person who decided to leave an inheritance behind for their pet might be considered eccentric, to say the least. Take, for example, the case of Leona Helmsley: when she died in 2007, she left her dog Trouble an inheritance worth $12 million. While there may have been other factors weighed […]

Santa Clara County Probate Lawyers: Avoiding Probate with a Roth IRA

Many people plan for their retirement by using Roth IRAs due to their great tax benefits, but most don’t know that Roth IRAs are also excellent for avoiding probate. First, here are some basics about tax planning with Roth IRAs that Santa Clara County probate lawyers typically go over with their clients:   Unlike traditional […]

San Francisco Peninsula Elder Law Lawyer: 5 Red Flags of Financial Abuse

The elderly are too often targets of unscrupulous individuals who may try to take an unsuspecting senior’s money. Seniors are especially vulnerable as they become less cognitively able and thus more dependent on other adults. Unfortunately, elder financial abuse is common in California. As your San Francisco Peninsula elder law lawyer, I want to let […]

Silicon Valley Special Needs Lawyer: Special Needs Planning for Divorced Families

When it comes to creating a special needs plan for a loved one with disabilities, it’s the hope that all family members are in agreement and ideally on the same page. But, as a Silicon Valley special needs lawyer, I have seen that even if everyone is working together, there can be issues when the […]

Santa Clara Will Lawyer: A Life Estate Can Prevent Your New Spouse and Adult Kids from Fighting Over Your House When You’re Gone

A common concern for those who have remarried is that they still want to leave the bulk of their estate to their adult children without abandoning their current spouse. The solution? Create a life estate. A life estate is an interest in property that allows a person to use a property for the rest of […]

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