An executor is chosen by a testator to carry out the intentions of the will after the testator has died. It’s fairly easy to replace an executor when the testator is still alive—all the testator has to do is simply name a new executor. However, this becomes far more complicated and difficult once the testator […]

As a Bay Area will lawyer, I advise that it’s always best for a person to write down one’s intentions for their property when they die. However, many people still die intestate (without a will), and their intentions aren’t known. Often, however, these people’s heirs may make a claim that the deceased orally stated what […]

It’s always painful when a loved one passes. After death, there’s also the legal obligation of administering an estate, which often includes probate. Santa Clara County probate is the process in which the decedents’ estate is settled and distributed to those entitled to receive an inheritance from the estate. This process can take months or […]

When it comes to estate planning, most people think of streams of income that are typical, such as current employment, retirement plans, and bank accounts. These obviously need to be included. But there are other, less obvious types of income that some people forget. When you work with an experienced Bay Area estate planning attorney, […]

As a Silicon Valley will and trust lawyer, I’ve worked with many grandparents interested in leaving a legacy behind for their grandchildren. A lot of people are surprised when I tell them they could be causing more harm than good if they aren’t careful. Imagine this for a moment: what would you have done if […]

Adding your child to your bank account seems like common sense so they can help with paying bills. This is convenient, but what people often don’t realize is that the child will have more authority than to just sign checks. Adding your child to your bank account means that they legally own half of the […]

It’s a common story among blended families: an aging parent becomes ill and the parent’s biological children clash with the parent’s spouse. While some of these disagreements are generally small, as a Santa Clara County elder law attorney, I have seen numerous times when the disagreements are not only great, but the child also fears […]

In my practice as a Silicon Valley estate lawyer, one thing that surprises many of my clients is that Powers of Attorney are necessary even for married couples. People automatically assume that their spouse will be able to handle everything on their behalf if they become incapacitated. This is not usually the case. A Power […]

Santa Clara estate planning attorneys know, a divorce changes everything. If you are in the process of divorce or just finishing up, you are most likely busy trying to readjust to your new life. Although it’s a hectic time, it is important that you do not forget that you need to update your estate plan. […]

When most people think about estate planning, they picture money and property. But more and more people are adding intangible assets to their estate plan. Intangible assets might be things that have no monetary value but are nonetheless important to the family. They may include personal letters, a recorded family history, or digital assets such […]