Pour Some Knowledge on It: A Bay Area Will Attorney Explains Pour-Over Wills

When it comes to estate planning, there’s no one-size-fits-all solution. As a Bay Area will attorney, I often find that clients are familiar with traditional wills but less so with pour-over wills. Today, let’s dive into the differences between these two important legal documents and explore when a pour-over will might be the right choice […]

October 15th, 2024 Posted to Estate and Wealth Planning | Comments (0)

Give Thanks by Giving Back: Incorporating Charitable Giving in Your Estate Plan

As the holiday season approaches, many of us feel inspired to give back to our communities and the causes close to our hearts. While volunteering and making donations are wonderful ways to contribute, have you considered the lasting effect you could make by incorporating charitable giving into your estate plan? As a Santa Clara trust […]

October 8th, 2024 Posted to Estate and Wealth Planning | Comments (0)
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