Many people spend real time and care getting their will just right, then assume every account they own will follow those instructions. The surprise is that some of your largest assets do not listen to your will at all. Retirement accounts, life insurance, and certain bank and investment accounts pass by beneficiary designation, and the […]
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 […]
Many grandparents wish to leave a legacy behind for their grandchildren. However, they may run into some issues if those children are underage. A San Francisco Peninsula Wills and Trusts attorney can help you determine what the best options are for leaving assets to underage beneficiaries, whether those assets are held in a Will or […]
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