Silicon Valley Trusts Lawyer: Everything You Need to Know About Irrevocable Trusts

Irrevocable Trusts are an integral part of most asset protection planning strategies. They are used to protect property and assets from nursing homes and predators and, depending on your individual situation, can end up saving you thousands of dollars. Silicon Valley trusts attorneys have put together some of the basics to give you everything you […]

Claiming Death Benefits in the Bay Area

The death of a loved one is one of the most difficult experiences to deal with in life. What makes the situation even harder is the financial aspect that accompanies funeral and burial expenses. Money is often the last thing grieving families want to think about but, unfortunately, expenses related to death must be paid […]

New Rules for Digital Assets

For years, I’ve been advising my clients to include in their estate plans instructions for their “Digital Assets” (things like email accounts, social media, domain names) because the law hasn’t caught up with technology. I just learned that California is taking a big step to change that. Last week, I attended the Kasner Estate Planning […]

Building a Care Team Following an Alzheimer’s Diagnosis | Silicon Valley Incapacity Lawyer

If you’ve recently been diagnosed with Alzheimer’s disease, you are undoubtedly going through an emotionally-draining and tumultuous time. One thing that could help you is to plan ahead and develop your own care team. This is a group of support people that will help you through the different stages of the disease. Here are a […]

Working with an Elder Lawyer in Santa Clara to Save Big on Nursing Home Costs

Elder lawyers in Santa Clara are well-versed on the ins and outs of nursing home expenses, and they continually work with seniors to determine how best to lower costs and protect assets.  One recommendation that does not always get enough attention is to spend a little on remodeling your home to save big on nursing […]

Beware! Estate Planning Fraud in Santa Clara is on the Rise

Identity theft is the fastest rising crime in America today. Criminal syndicates located overseas are gaining access to your personal information through a variety of tactics and using that information to open credit cards and bank accounts to buy products that they are then selling for profit. Due to complex international laws most of these […]

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, […]

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