Trustee Fees as Part of Special Needs Planning in Santa Clara

In order to ensure proper use of funds, Santa Clara special needs planning lawyers help their clients choose a trustee.  This person is put in charge of the special needs trust, and instead of providing money directly to the beneficiary (the child with special needs), the trustee will usually pay directly from the trust to […]

Make Your Estate Plan Go Further with a Stretch IRA

One of the important things to discuss with your San Francisco Bay Area estate planning lawyer is the topic of your IRA.  Because estate planning lawyers work so extensively with these plans, they can usually offer insight into how best to utilize them.  For many people, the IRA will be left to their beneficiaries, and […]

Bay Area Will and Trust Lawyer: Joan Rivers’ Estate Included a Pet Trust

When a celebrity passes away, Bay Area will and trust lawyers often watch for news of their affairs, hoping that the celebrity in question had a great estate plan in place.  With the recent loss of comedian Joan Rivers, it was reassuring to see that she had planned well for her loved ones, including her […]

How Medicare and Medi-Cal Work for Long-Term and Short-Term Care

One of the most common issues that Santa Clara elder law attorneys deal with is how to help clients when it comes to both short-term and long-term care.  Folks are living longer than they ever have before, due to advances in both health care and technology.  Certainly, this is what people have been hoping would […]

“Boilerplate” Language: Last in the Series

The last couple of months we discussed two key “boilerplate” provisions often found in business contracts: the attorney fee clause and the arbitration clause.  I’d like to close our discussion of boilerplate with a brief overview of some of the other items you may see. Choice of Law: Some contracts contain a provision stating which […]

Do You Need a Santa Clara County Probate Lawyer?

Santa Clara County probate lawyers have a pretty complex job to do, and it can be even more difficult because of the fact that many people don’t really even know what the probate process is.  This isn’t all that surprising, as by the time a person needs probate, it’s because he or she has passed […]

Santa Clara Elder Law Attorney: When You Must Manage Your Elderly Parent’s Finances

Elder law attorneys in Santa Clara very often find themselves advising adult children of the elderly on the intricacies of managing their parents’ finances.  While it may seem straightforward at first, there are a lot of details and difficulties that can get in the way.  There are so many things to coordinate, and often the […]

Bad Estate Planning Decisions Can Be a Royal Pain

It seems that nearly everyone is interested in the lives of the British royal family, and now estate planning lawyers have their interest piqued, too.  In September, Prince Harry—Princess Diana’s youngest son—turned 30.  With his birthday came access to the rest of his inheritance from his late mother.  It’s not his birthday that is of […]

Business Planning Attorneys in California Recommend Living Trusts

California business attorneys see again and again how folks underappreciate just what they can do to protect their businesses through estate planning.  After spending years building a solid business, it should almost go without saying that you want to protect what you’ve created.  One way is to work with a business planning attorney to create […]

7 Signs that It’s Time to Update Your Estate Plan

So, you and your Santa Clara estate planning lawyer have put together a great plan for you.  Congratulations!  You are ahead of the majority of the population already.  Keep in mind, however, that even though the hard part is done, there is some maintenance that you and your attorney will want to do from time […]

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