“Check the Oil, Rotate the Tires, and Update Your Estate Plan,” says Silicon Valley Wills Lawyer

By Gary Brainin, Silicon Valley wills lawyer If you own a car, you know it requires regular maintenance in order to perform well and be reliable. When you purchased your car, you probably received a recommended schedule for service. If you follow that schedule, most likely your car will continue to work well. If you […]

Santa Clara Will and Trust Lawyer Answers, “Will My Inheritance Be Taxed?”

When the subject of inheritance is being discussed, people almost always ask this question to their Will and Trust lawyer in Santa Clara County. Here is what you need to know about how you might be taxed on an inheritance. Income Taxes The IRS expects you to report every source of income. This leads many […]

Silicon Valley Estate Attorney: How Improper Planning Can Make a Legal Mess After Death

It’s hard to believe that more than half of all adults in America do not have a Last Will and Testament or Trust in place, especially with so many public stories of celebrities who left their estates a mess by not leaving behind a Will, leaving an invalid Will, or not properly funding their Trusts. […]

Do I Need A New Estate Plan If I Move to a New State?

If I had to pick one question that I am asked the most, I’d have to say this one ranks way up there… Do I need a new estate plan if I move out of California? Just like the answer to most estate planning questions, the answer is “it depends.” However, this one has a […]

Santa Clara Will Attorney: Five Considerations When Choosing a Legal Guardian for Your Kids

Choosing a legal guardian who can raise your kids if you are unexpectedly incapacitated or pass away can be a daunting and difficult challenge. There are many things to take into account such as parenting styles and the potential guardian’s ability to love and take care of your children. These are just some of the […]

What the Heck is a Pooled Trust?

…And How May Seniors or People With Disabilities Benefit from One? When making decisions on care and insurance coverage for disabled and/or elderly loved ones, it’s easy to get lost in the myriad of choices and complicated regulations. With Medi-Cal there are income caps and asset limits, so individuals often do not qualify because their […]

San Francisco Peninsula Wills and Trusts Lawyer: How to Handle Underage Beneficiaries

Many grandparents wish to leave a legacy behind for their grandchildren.  However, they may run into some issues if those children are underage. A San Francisco Peninsula Wills and Trusts attorney can help you determine what the best options are for leaving assets to underage beneficiaries, whether those assets are held in a Will or […]

Five Steps to Settling a Probate Estate in Santa Clara County

Settling a probate estate in Santa Clara County requires quite a bit of time and a lot of organization. It has the potential to be a long, drawn-out process depending on the state of affairs of the deceased and how easy it is to work with the probate court. However, if you’re well-equipped and prepared […]

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. […]

What Benefits is my Autistic Child Eligible for in Santa Clara County?

If your child has been recently diagnosed with autism, you are probably feeling overwhelmed with this new direction your life has taken and inundated with information about how to care for your very special child. The good news is that there are a number of ways that the government and other organizations can help you. […]

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