Bay Area Estate Planning Attorneys on What You Should Know About Establishing a Charitable Remainder Trust

You’ve spent a lifetime working to care for yourself and your family. When you reach your golden years, you may wonder what it is you’ll leave behind. What will your legacy be, and what can you do to give back to those who have enriched your life? One answer our Bay Area estate planning attorneys […]

Santa Clara County Will Lawyer on How to Avoid a Contested Will

The last thing you want after you pass is for your family members to squabble over your estate. Unfortunately, even with forethought and planning, loved ones may challenge the validity of your will and final wishes, throwing your estate into a potentially long, drawn-out legal process. So, how can you avoid having your will contested […]

Bay Area Elder Law Attorney on Understanding the Differences Between the Aid and Attendance Pension Benefit and the Housebound Benefit for Veterans

Caring for a veteran can be both an honor and a challenge. As their health declines, understanding the benefits available to them through the Veterans Administration (VA) is essential. The VA offers two distinct pension benefits that can help support veterans who need extra care—the Aid and Attendance pension benefit and the Housebound benefit. Let’s […]

Santa Clara Trust Lawyer Warns: “Be Careful When Naming Co-Trustees”

A living trust is a valuable tool in estate planning. You can manage it while you’re alive while passing control of your affairs to someone else upon your incapacity or death. The assets in the trust can also avoid probate, allowing successor trustees immediate access to the funds they need without going through a long, […]

Santa Clara Probate Lawyer on The Benefits of Working With “Death Doula”

A death doula, also referred to as an end-of-life doula, guides a person who is transitioning to death and assists their loved ones, according to the International End of Life Doula Association. “Doula” is a Greek word that reentered the modern vocabulary when non-medical support people began assisting at births. Just as birth is a […]

What Health and Happiness Look Like in the Second Half of Life | Bay Area Elder Law Attorneys

When planning for the second half of their lives, our Bay Area elder law attorneys have found that most people do not anticipate an increase in happiness. Research shows, however, that happiness does grow as people age. The comprehensive Second Half of Life Study conducted by AARP in collaboration with National Geographic examines the general […]

Santa Clara Inheritance Lawyer Answers, “I Just Inherited a Retirement Account-Now What?”

Inheriting a retirement account, such as a 401(k) or an IRA, can benefit a person struggling with their finances. It can help pay bills and create more stability. However, any Santa Clara inheritance lawyer will tell you that ignoring federal regulations can lead to significant tax penalties! The rules applying to your inherited account depend […]

Silicon Valley Estate Planning Lawyers on Reasons to Avoid Naming Your Estate as an IRA Beneficiary

Designating your estate as the beneficiary of your IRA might make sense to you. It’s simpler than choosing one or several loved ones as beneficiaries. It can also prevent future arguments and lawsuits among your family since you’re not naming one person over another. However, naming an estate as an IRA beneficiary is problematic and […]

When Dementia Brings Violence: Santa Clara Elder Law Attorney Offers Tips for Help and Support

Many people confuse dementia and mental illness. Although dementia can affect mental health, it isn’t a mental illness. It is a brain disorder that causes issues with communication and memory loss. Sometimes, people with dementia display troubling behavioral problems, such as physical violence, verbal outbursts, and aggression. When someone with dementia starts acting violently, knowing […]

Bay Area Will and Trust Lawyers: New ALS Drug Brings Hope to Patients

Amyotrophic Lateral Sclerosis (ALS), also known as Lou Gehrig’s disease, affects the nerve cells that control voluntary muscles, eventually leading to paralysis. It prevents people from talking, walking, and, eventually, breathing. Typically, patients diagnosed with ALS die within three to five years of their diagnosis from respiratory failure. However, some live longer. Approximately 20,000 people […]

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