Let’s start off by saying that not all conservatorships are bad. Conservatorships play a vital role in Santa Clara County by allowing caretakers the means to make financial (Conservator of the Estate) and health (Conservator of the Person) related decisions for those who are not able to any more and have no one else to […]

Wills and trusts administration lawyers in Santa Clara County often have the opportunity to work with local families who—in addition to planning for their regular home—have a vacation home to take into consideration during the planning process. While you might think that real estate prices or the vacation home’s location would be the driving forces […]

The IRS just announced the 2016 federal estate tax exemption amount, which will be $5.45 million per person (effectively $10.9 million for married couples). This means that wealthy Americans will be able to leave up to $10.9 million to their heirs without being subject to federal estate tax rates, which top out at 40%. In […]

Contrary to what some believe, San Francisco Peninsula estate planning attorneys aren’t here just for the wealthiest members of our community. In fact, after years of experience, we come to see how nearly every person in the San Francisco Peninsula can benefit from putting together an estate plan, including a will. While you may not […]