Santa Clara trust lawyers are quite savvy when it comes to working with the “traditional” kinds of income clients have. The attorney will help them figure out how to plan based on current and expected salary, along with a variety of assets like retirement plans or bank accounts.  Each of these may be considered a […]

When a friend or family member passes away, someone will be named as the executor of that person’s estate.  Because of the length and complexity of the process that follows, it’s usually in everyone’s best interest to hire a skilled Santa Clara probate lawyer.  There are different kinds of probate lawyers, but most executors find […]

Putting together a solid estate plan with your Santa Clara will and trust lawyer is an important step in protecting the future for you and your family.  In order to make sure that things go the way you’ve planned, it’s a good idea to occasionally double check who you have listed on your IRA beneficiary […]

There’s a fairly constant drive that Santa Clara estate planning lawyers see in our society to continually acquire assets.  After all, that’s one of the ways we accumulate wealth, which we then ask the estate planning lawyer to help us pass on.  Simply gathering more and more assets isn’t always the best approach to building […]

If you own your own small business, it’s likely that business is one of the two most valuable assets you own (the other being your real estate).  Integrating your business plan with your estate plan is therefore of critical importance. Business succession planning can be quite complex and can vary widely depending on the nature […]