5 Reasons to Prioritize Creating Your Estate Plan with a Will Lawyer in Santa Clara

As a parent, you’re constantly juggling tasks, responsibilities, and decisions. It’s easy to delay thinking about things that don’t seem immediate or urgent, like creating an estate plan. But here are five compelling reasons why making your estate plan with a will lawyer in Santa Clara should be a top priority: Blended Family Fairness If […]

Choosing a Third-Party Trustee: The Benefits and Advantages From a Bay Area Trust Lawyer

When creating a trust, one important decision to make is who will act as the trustee. Choosing to name a non-family third party as the trustee of your trust can provide several benefits. Here, we will explore why this option may be considered when deciding who will oversee the trust. Objective Decision Making A third-party […]

Santa Clara Trust Lawyer Warns: “Be Careful When Naming Co-Trustees”

A living trust is a valuable tool in estate planning. You can manage it while you’re alive while passing control of your affairs to someone else upon your incapacity or death. The assets in the trust can also avoid probate, allowing successor trustees immediate access to the funds they need without going through a long, […]

Think a Handwritten Will Is All You Need? Here Are the Dangers from a Santa Clara Estate Planning Attorney

There are many reasons why some people might find the idea of a handwritten will attractive. Also known as holographic wills, handwritten wills might seem cheaper and simpler to execute than non-holographic wills. However, handwritten wills are not legally valid in every state. Furthermore, in the states that do recognize handwritten wills, there are a […]

Ask Our Silicon Valley Trust Lawyers: “Is It Hard to Sell Property That’s in a Trust?”

A common question that Silicon Valley trust lawyers are asked when helping clients create their estate plans is, “How hard will it be to sell my house if I put it in a trust?” The simple answer is that it’s not hard at all. In most cases, the grantor (or trust maker) also serves as […]

San Francisco Bay Area Trust Lawyers: What Records Should I Keep as a Successor Trustee?

Stepping into the role of Successor Trustee after the incapacitation or death of a loved one is a big job that can feel scary and overwhelming for someone who has never served in such capacity. San Francisco Bay Area Trust lawyers understand that it can be equally unnerving to learn that the Trustee can be […]

Santa Clara Estate Lawyer: How to Make a Revocable Living Trust

A revocable living trust protects your privacy, avoids probate, and determines who will handle your affairs while you’re incapacitated and after you’ve passed away. It’s an essential element for estate plans as it provides an extra layer of protection to your estate and gives you the peace of mind that your wishes will be carried […]

Working with a Silicon Valley Trust Lawyer to Protect Family Privacy

As a Silicon Valley trust lawyer, I know that it’s an unfortunate reality that people are afforded very little privacy here in California when they pass away. Under the laws of our state, and in every other state across the country, sensitive details about one’s estate and how much their loved ones stand to inherit […]

Bay Area Trust Lawyer on the Importance of Including Your Pet in Your Estate Plan

Earlier this year, a story about a dog in Virginia made national news. The dog was euthanized at the owner’s request. While stories of beloved pets being put to sleep aren’t usually newsworthy, this one made headlines because the dog was healthy and friendly. So why was he euthanized? Because it was in the owner’s […]

Bay Area Will and Trust Attorney: How to Prepare for an Unexpected Disability

As a Bay Area will and trust attorney, I often see the results of what happens when someone does not plan for the possibility of an unexpected disability. Most people come to our office ready to plan for their retirement or how they would like to see their estates managed after they have passed away. […]

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