When you ask someone what they know about estate planning, most people will tell you about the Last Will and Testament. In fact, very few people will mention a Pour-Over Will.  Today our Silicon Valley estate planning lawyers will explain the difference. While a Last Will and Testament is a standalone legal document that directs […]

The estate planning process is sometimes initiated by one spouse, while often being met with hesitation by the other. The reasons are totally understandable, since thinking about death or incapacity can bring many uncomfortable feelings. There is also a sense of comfort in the fact that “ignorance is bliss,” as many people don’t want to […]

Asset protection strategies help keep your money out of the hands of nursing homes, litigators, and other financial predators. Keep reading to learn about five of the best asset protection strategies to help you keep your money right where it is. Create an Irrevocable TrustExperienced Bay Area estate planning attorneys often recommend trusts for many […]

Individual Retirement Accounts (IRAs) are savings vehicles that allow a tax deduction to be taken when you contribute to the account. The maximum contribution in 2021 is $6,000, plus those age 50 and over may contribute an additional $1,000. The income is not taxable while the assets are held in the IRA, however, the distributions […]