Creating an estate plan in 2019 looked a little bit like this: you and your spouse or partner, perhaps along with your adult children, would make an appointment at the office of a Santa Clara estate planning lawyer to go over your plans. A little later, you’d receive a summary of your documents in the […]

In a perfect world, the executor of a Last Will and Testament will have all the information and resources they need to administer an estate quickly and efficiently. In the real world, however, many people don’t even know that they’ve been named the executor of an estate until after a person dies and they’ve read […]

Working with an experienced Silicon Valley will and trust lawyer to create a comprehensive estate plan can seem like a daunting process. Let’s face it: the decisions you have to make, the information you have to gather, and the sheer amount of paperwork involved are enough to give anyone pause. That’s why it’s so important […]

Caregivers for elderly loved ones can easily become burnt out and exhausted. Oftentimes, they’re responsible for their loved one and their own children, as well as maintaining a household and a job. As a Bay Area elder law attorney, I believe that respite care and adult day care are two great options to give caregivers […]

“How much do you tell your kids? When do you tell them? Is it possible to tell your kids too much, too soon? What happens if you tell them too little, too late?”  These are common questions that come up when deciding whether to involve adult children in the Santa Clara estate planning process. The […]

A revocable living trust protects your privacy, avoids probate, and determines who will handle your affairs while you’re incapacitated and after you’ve passed away. It’s an essential element for estate plans as it provides an extra layer of protection to your estate and gives you the peace of mind that your wishes will be carried […]

Here’s a common horror story: a father remarries late in life to a woman with her own kids. The father does not create a Last Will and Testament. When the father dies, his estate goes entirely to his new wife since she is his next of kin according to the laws of intestacy. When the […]

Most people are familiar with the term “life estate” as a way to give someone “life rights” to a property. While a life estate does accomplish this goal, choosing to set up a life estate is not a one-size-fits-all solution and may even cause serious consequences for everyone involved. What is a Life Estate? A […]

As the coronavirus continues to affect life as we know it here in the United States, the most common question we’ve been asked during the course of the pandemic is whether an existing estate plan should be changed or updated. Of course, the answer to that question (like most things in life) is that it […]

A Special Needs Trust (SNT) is a complex legal tool set up on behalf of a person with special needs or disabilities. The SNT allows a beneficiary with special needs to safely take advantage of money or property in the trust without jeopardizing the ability to collect needs-based public benefits such as Supplemental Security Income […]