Santa Clara Elder Law Attorney: How to Use Annuities to Plan for Medi-Cal

It’s a daunting task when your spouse enters a nursing home for long-term care, especially considering all of the logistical nightmares and care coordination concerns that are part and parcel of such a move. Throw in financial planning for Medicaid eligibility and you’ll be subject to even more stress since there are strict asset and […]

Santa Clara Will and Trust Lawyer: How to Ensure Your Home Is Passed onto Your Children

If you’re like many Americans, your home is the single most valuable asset you own, and perhaps the single most important item to consider when drafting your estate plan. It’s important to know that your children will inherit the family home after you have passed away—and to that end, there are several legal instruments that […]

It’s Been Five Years: Do You Know What’s in Your Last Will and Testament? | Santa Clara Will Lawyer

When was the last time you took a look at your Last Will and Testament? If it was five years ago or more, then you should consider dusting it off and reading through to make sure it’s up to date. Remember, a lot can change in five years: the birth of new family members, marriages […]

Santa Clara County Probate Lawyer: How to Become an Executor When Your Loved One Dies Without a Will

As a Santa Clara County probate lawyer, I commonly say, “If you don’t create your own will while you’re alive, the state will give you one when you’re gone.” What that means is that if a person dies without a will (called “intestate”) their estate will be administered according to state law. Likewise, the heirs […]

Santa Clara Living Will Attorney Helps Clients Plan for an Unexpected Disability

Here in Santa Clara, living will attorneys know full well the ramifications of not planning ahead for an unexpected disability. Even those clients who understand the importance of estate planning tend to overlook what would happen if they should become unable to care for themselves. It’s not the happiest thought, but the reality of not […]

New California Laws for 2016

In California, most new laws take effect on January 1, so the beginning of the year is always a good time to look at some of the new laws that may affect you this year. Below are a few highlights. Transfer on Death Deeds. I wrote previously on some of the pros and cons of this new law, which […]

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, […]

San Francisco Bay Area Real Estate Lawyer Answers, “What are ‘Liquidated Damages’?”

In most residential real estate contracts, you’ll find a paragraph called “Liquidated Damages” that needs to be separately initialed in order to be effective.  Most buyers and sellers do initial this paragraph, but do they fully understand what they are agreeing to?  What does Liquidated Damages mean, and what happens if you don’t initial it? […]

Bay Area Elder Lawyer Perspective: Legal Concerns for Caregivers

Elder lawyers in Silicon Valley work not just with our older clients, but also with their caregivers. In many cases, this means adult children who have or will be given power of attorney, not to mention those who just step up to help when something is needed.

Menlo Park Elder Lawyer: How To Tell If Your Loved One’s Finances Are Out of Control

Elder law attorneys in Silicon Valley focus on bridging the generations, and because of that, we understand many of the nuances that create a disconnect between adult children and their aging parents.  One major issue can be that of finances.  In the older generation, it is still considered fairly taboo to discuss one’s financial situation […]

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