Bay Area Estate and Elder Lawyer: Can Someone with Signs of Dementia Sign Legal Documents?

Millions of individuals are affected by dementia in their lifetime. Unfortunately, it is usually after a medical crisis like dementia hits that many families begin to think about estate planning. What people don’t realize, however, is that it may be “too late” under the law to make a plan after dementia strikes. This is usually […]

Santa Clara Estate Planning Lawyer: How to Leave Assets to Your Step-Children

Blended families are becoming more and more common in modern society, yet estate laws remain largely unchanged and still geared toward a “traditional” family structure. This poses an issue when it comes to leaving an inheritance for step-children in an estate plan. Step-children are often not legally adopted by the new spouse, which means they […]

Rebuilding Communities: How to Designate a Charitable Gift through Your San Francisco Bay Area Estate Plan

This tragic hurricane season and other disasters have taken a toll on many parts of the United States and the Caribbean. They have also taken a toll on the charitable organizations that step in when a crisis hits. As a will and trust lawyer in the San Francisco Bay Area, it is gratifying to meet […]

How to Handle International Assets and Property in Your Santa Clara County Estate Plan

Often, when we think of someone having property overseas, we think of George Clooney and his Italian villa or Richard Branson and his private island. However, plenty of everyday Americans own property or assets in other countries, and it may become part of their estates when they pass on. There are special considerations to keep […]

Santa Clara Elder Law Attorney Answers: Is Long-Term Care Insurance a Good Investment?

As a Santa Clara elder law attorney, I get this question quite a bit. Should I invest in long-term care insurance? The answer is… maybe. Let me explain. First, you should consider the fact that the Department of Health and Human Services estimates that anyone reaching the age of 65 has a 40% chance of […]

Estate Planning When You Have No Heirs | Silicon Valley Will and Estate Lawyer

It’s entirely possible for someone to have an estate and no one to inherit it when they die. It could be due to not having children of one’s own and no other family. It could also be due to outliving all of one’s relatives, or not having relatives who live in the United States. Whatever […]

Understanding the Process to Obtain a Conservatorship in Santa Clara County

Even with the best intentions, most senior citizens don’t plan for a future in which they may be incapacitated. Perhaps they didn’t want to face the prospect of losing autonomy, or perhaps they fell ill before they had a chance to plan. Either way, for those with elder relatives and loved ones who no longer […]

Silicon Valley Probate Lawyer Reveals 8 Important Steps to Take After the Death of a Loved One

As a Silicon Valley Probate Lawyer, I’m commonly asked, “What are the most important steps I need to take after the death of a loved one?” While each situation is different, there are eight general tasks that I advise families to start with when attempting to finalize their loved one’s affairs and close out the […]

Santa Clara Will and Trust Lawyers: How to Ensure Your Estate Plan Doesn’t Spark a Family Feud

Unfortunately, family feuds that center around someone’s will or trust are a tale as old as time. Even if this is not something you have personally experienced, you may have heard a few horror stories. As Santa Clara will and trust lawyers, we have seen them! While family squabbles after the death of a loved […]

Santa Clara Will Lawyer Offers Essential Estate Planning Considerations for Parents

Being a responsible parent is usually associated with bedtime stories with toddlers, homework reminders for grade schoolers, and trying to decide whether or not your teenager is responsible enough to drive to school on his or her own. Creating an estate plan for those children is not something we usually associate with responsible parenting, but, […]

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