Santa Clara Special Needs Lawyer: Basics of a Special Needs Trust

For families with special needs individuals, ensuring the care for their loved ones once the caretakers are gone is of the utmost priority. The loss of specialized care and Medi-Cal or SSI benefits is a very real danger if proper special needs planning is not put in place, which is why Santa Clara special needs […]

Adding Disability Insurance to Your Estate Planning in Santa Clara

Estate planning lawyers in Santa Clara are typically asked to help clients determine what to do with their assets after death.  There are other important aspects to estate planning, however, and one that can be overlooked is the need for disability insurance.  Those who are in good health and looking forward to retirement in the […]

A Dynasty Trust in the Bay Area Can Help Leave Your Assets to Your Grandchildren – Not the Government!

A lot of people complain about high taxes. Looking at what the government takes from your weekly paycheck can be frustrating. But it could be worse. Even people who don’t complain about taxes (there are a few) and understand it takes money to run the government would complain if they understood that it is possible […]

Santa Clara Wills and Trusts Lawyer: 5 Steps to Making a Living Trust

A living trust is a perfect document for protecting privacy, avoiding probate, and determining who can take care of your affairs while you’re incapacitated and after you’ve passed on. It’s often an essential element for estate plans in Santa Clara as it gives an extra layer of protection to estates and gives the trust maker, […]

What to Look For in Disclosures When Buying a Home

Buying a home in California can be a challenge for many reasons, but one that a lot of people don’t expect is the volume of disclosures that they will receive during the process. If you’re working with a good agent, she or he should help you with the specifics of the particular property you’re considering, […]

Everything You Need to Know About Long-Term Care Insurance from a Silicon Valley Elder Law Attorney

The cost of long-term care is one of the most common dangers to the life savings of senior citizens. The fear of losing assets, possessions, and homes drives people to search out ways to protect themselves from the enormous costs associated with long-term care. Many seniors turn to long-term care insurance, which is supposed to […]

It’s 2016. Do You Know Who Your Beneficiaries Are?

When most people put together their estate plan, they want it to be a complete and comprehensive plan to handle their affairs after they are gone. But there is one critical part of an estate plan that gets overlooked more often than any other, and that is beneficiary designations. Beneficiary designations control many of the […]

Santa Clara Wills and Trusts Lawyer: What is a Pour-Over Will?

Most people are familiar with a basic Last Will and Testament but very few people in Santa Clara know what a Pour-Over Will is. Essentially, a Pour-Over Will is used in conjunction with a Trust, usually a Revocable Living Trust, and it directs that any assets you own outside of the trust at the time […]

Santa Clara County Business Owners: Five Benefits that Estate Planning Can Provide You

Creating and building a successful business in Santa Clara County is incredibly difficult and maintaining that success is just as challenging. You hire accountants and lawyers to make sure you are protected from those who seek to take away what you have worked so hard to achieve, but are you protected from those that will […]

Am I Responsible for My Parent’s Nursing Home Bill in Santa Clara?

As Santa Clara elder law attorneys, our answer to this question is yes and no. In most cases, it depends on where the adult children and the elderly parent live in the country. Technically, more than half of states have laws on the books that require adult children to pay for their parent’s nursing home […]

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Seven Steps to Handling Your Loved One's

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Hope For Caregivers: ABCs of Long-Term Care and Legal Planning

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