Your 2025 Estate Planning Checklist: A Bay Area Will and Trust Lawyer’s Guide to Starting the Year Right

As we begin 2025, it’s the perfect time to review your estate plan. As a Bay Area will and trust lawyer, I’ve created this checklist to help you ensure your estate plan continues to protect what matters most. Life Changes That Need Your Attention Has 2024 brought any major life changes? Consider whether you’ve experienced: […]

December 12th, 2024 Posted to Estate and Wealth Planning | Comments (0)

A Santa Clara Trust Lawyer’s Guide to Trust Restatements: A Fresh Start Without Starting Over

As a trust lawyer in Santa Clara, I often encounter clients who need to make significant changes to their trust but aren’t sure whether to amend it or start from scratch. This is where a trust restatement comes in—a powerful but often overlooked solution that offers the best of both worlds. What Is a Trust […]

December 5th, 2024 Posted to Estate and Wealth Planning, Naming Guardians for Minor Children, Wills and Trusts | Comments (0)
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