Silicon Valley Trusts Lawyer: Everything You Need to Know About Irrevocable Trusts

Irrevocable Trusts are an integral part of most asset protection planning strategies. They are used to protect property and assets from nursing homes and predators and, depending on your individual situation, can end up saving you thousands of dollars. Silicon Valley trusts attorneys have put together some of the basics to give you everything you […]

Beware! Estate Planning Fraud in Santa Clara is on the Rise

Identity theft is the fastest rising crime in America today. Criminal syndicates located overseas are gaining access to your personal information through a variety of tactics and using that information to open credit cards and bank accounts to buy products that they are then selling for profit. Due to complex international laws most of these […]

Adding Disability Insurance to Your Estate Planning in Santa Clara

Estate planning lawyers in Santa Clara are typically asked to help clients determine what to do with their assets after death.  There are other important aspects to estate planning, however, and one that can be overlooked is the need for disability insurance.  Those who are in good health and looking forward to retirement in the […]

It’s 2016. Do You Know Who Your Beneficiaries Are?

When most people put together their estate plan, they want it to be a complete and comprehensive plan to handle their affairs after they are gone. But there is one critical part of an estate plan that gets overlooked more often than any other, and that is beneficiary designations. Beneficiary designations control many of the […]

Top Fears that Bay Area Estate Planning Lawyers Face with their Clients

When clients come to see a Bay Area estate planning lawyer, they generally have multiple goals in mind. Interestingly, they don’t always realize this fact, thinking that they “just” need to put together a will that stipulates who gets what after they have passed away. While this is obviously a very important part of what […]

Santa Clara Estate Lawyer Explains the Benefits of Charity/Non-Profit Contributions from an IRA

If you are over 70 ½ years old, you can donate some or all of your IRA to an eligible charity of your choice. Using a Qualified Charitable Distribution, you can donate directly from you IRA to the charity. Not only is this a great way to support your favorite charities, there are also some […]

Seven Reasons You Shouldn’t Use the New TOD Deed

Last month, we talked about California’s new Revocable Transfer on Death Deed, which will become available on January 1, 2016. This is a new law, so many of the details have yet to be determined, but based on what we know now here are a few reasons you might not want to use one: 1. No Medi-Cal Protection. […]

Developing a Qualified Personal Residence Trust with a San Francisco Peninsula Estate Planning Lawyer

Most people recognize that San Francisco Peninsula estate planning lawyers work hard to protect their clients’ assets to maximize an estate after the individual’s death, but this is really only one aspect of the job. Estate planning lawyers help families and individuals to plan for their own futures with retirement planning, help with investment strategies […]

Estate Planning Advice to Protect Your Children if They Get Divorced in Santa Clara

An unexpectedly common problem that Santa Clara estate planning lawyers encounter is how the proceeds of an estate are handled when the beneficiary gets divorced. We don’t want to think of our children dealing with the pain of a divorce, but losing the inheritance you left behind would certainly pour salt in the wound. That’s […]

Bay Area Estate Planning Lawyer: What happens to your mortgage after you die?

When setting up an estate plan, most people are concerned with what will happen to their belongings: money, jewelry, house, etc. But usually little thought is given to what will happen to their debts when they pass away, notably their mortgage. For years, many people expected to pay off their mortgage long before they died, […]

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