Santa Clara Business Planning Lawyer: Your Business Should Be Ready for the Unexpected Business planning tends to revolve around where your business is right now and where you want it to be in the future. However, there is one aspect of business planning that many Santa Clara business owners overlook—what happens if you die unexpectedly. […]

Serious health diagnoses can impact your life in huge ways and may bring concerns you haven’t thought of up to the forefront. One of those concerns, which is often pushed off when everything is going well, is estate planning and/or elder law planning. Planning can give you the peace of mind knowing that your family […]

As a Silicon Valley estate planning attorney, I have seen many unfortunate circumstances where a person goes through the time and expense of having an estate plan created only to fail to update their beneficiaries on their financial or retirement accounts before they pass away. An example of this would be Mary naming her brother […]

When it comes to asset protection planning for retirement and leaving legacies to your loved ones, there are several different trusts available that can help accomplish your goals. One type of trust I recommend as a Bay Area trust attorney, called an Irrevocable Life Insurance Trust (ILIT), ensures that the benefits of your life insurance […]