Drafting a will is a significant milestone in safeguarding your legacy. But once the ink is dry and your wishes are clearly outlined, a critical question remains: Who should actually have a copy of your will? Let’s unpack this with advice from a Bay Area estate lawyer. The Executor: Your Will’s Administrator First and foremost, […]

As tax season rolls around, it’s not just a time for crunching numbers; it’s also the perfect opportunity to review your living trust. With your financial information already in order and at your fingertips, a trust review can be a seamless part of your financial health check-up. But what exactly does “review your trust” entail? […]

Choosing an executor for your will can feel like a high-stakes decision. After all, this person (or people) will be responsible for managing your estate, honoring your final wishes, and navigating the complexities of probate. So, what happens when you find yourself torn between trusted individuals? Here’s a friendly guide on why naming multiple executors […]

Facing the probate process can be daunting, and you might wonder if you can handle it yourself. While it’s true that anyone can file for probate independently, there’s much more to it than just filling out forms. If you’re in Santa Clara County and probate is on your horizon, here’s why partnering with a knowledgeable […]

When the news surfaced that Jay Leno had to file for conservatorship over his wife’s estate, it wasn’t just a startling moment for fans—it was a vivid example of a challenge that countless families face every day. Mavis Leno’s incapacity to manage her affairs due to dementia is a situation that forces us to confront […]