Is it time to stress test your estate plan? | Silicon Valley Estate Attorneys

If you have a properly executed Will or Trust in place, good for you! You’ve taken a great step toward protecting your assets for future generations. But establishing an estate plan is only the first step. You still need to make sure that your plan will stay rock solid by keeping it up to date. […]

When it Comes to Estate Planning in the Bay Area, You Get What You Pay For

You have probably seen so-called “standard” (aka cheap) living trusts advertised all over the Bay Area. Seminars, direct mail, and telemarketing are all common marketing techniques for the companies that sell “Do-It-Yourself” legal plans. But buyer beware! These one-size-fits-all estate plans are NOT created to deal with your unique situation or handle your unique assets. […]

Santa Clara Estate Planning for Blended Families

Many people are familiar with this common horror story: a parent remarries later in life to a person with a family of his or her own. When the parent passes away, their estate goes entirely to their new spouse through the laws of intestacy. When the new spouse then dies, the cumulative estate goes to […]

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. […]

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