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 […]

Bay Area Probate Lawyer: Can Beneficiaries Demand a Formal Accounting of an Estate?

An estate administrator has a duty to manage the estate and do so in the best interest of the beneficiaries. However, not every administrator acts in good faith, and even when they do, disputes and discrepancies can make a beneficiary want to know exactly where the assets are and where they’re going. What duty does […]

What Happens if I Don’t Have a Will? An Introduction to California Intestacy Law

Dying intestate, or without a will, is very common. If you die without a will, your property will go through probate and is then distributed according to California’s intestacy laws. Intestacy laws govern intestate property. They go into effect unless there is a valid will to testify to the deceased’s wishes or some other established […]

Preliminary Dos and Don’ts for Special Needs Planning in Santa Clara County

Special needs planning in Santa Clara County can be daunting if you’re just starting. However, a Santa Clara County special needs lawyer can save you the headache of planning and the worry over whether your plan will be executed properly. If you’re new to special needs planning and aren’t sure where to start, check out […]

Santa Clara County Estate Lawyer Advises to Keep it in the Family: Estate Planning and Family Businesses

Giving your children and grandchildren the legacy and pride of a family business can keep your nose to the grindstone for decades. Financial security, family harmony, and growing wealth together are some of the benefits of a family business. Legacies are meant to outlive the legacy makers. If you’re a business owner in California, don’t […]

Silicon Valley Elder Law Attorney Warns: “Adult Children May Be Responsible for Their Parent’s Nursing Home Bill!”

Most people don’t realize the high cost of nursing home care until an aging parent’s health declines to the point that they need to move into one. As a Silicon Valley elder law attorney, I can’t stress enough that this is a really bad time to learn that your family could need to come up […]

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