As parents, we all want to ensure our children are protected no matter what happens. One of the most important decisions you’ll make in your estate plan is choosing who would care for your minor children if you can’t. However, many parents don’t realize there are different types of guardianships that serve distinct purposes. As […]

Life rarely follows the path we expect. When we create our estate plans, we naturally assume we’ll outlive our beneficiaries. The thought that our children, grandchildren, siblings, or other loved ones might precede us in death is almost unthinkable. Yet as a Santa Clara will and trust lawyer who has guided many families through difficult […]

As a Bay Area estate lawyer, I often find that clients are unfamiliar with the concept of “step-up in basis” until they’re facing significant tax implications after an inheritance. This powerful tax provision can save your heirs thousands—or even millions—of dollars, yet it remains one of the most misunderstood aspects of estate planning. The Basics […]

As a Santa Clara trust attorney, I’ve guided countless parents through creating comprehensive estate plans. While most understand the importance of having a will, many aren’t aware that this document alone may not provide the protection their children need. Trusts offer powerful benefits that go far beyond what a basic will can accomplish, especially for […]

When planning for the future, one important decision is who will inherit your retirement accounts. While many people name individuals as direct beneficiaries, there are situations where a trust may be a better option. However, this approach requires careful planning to ensure compliance with federal and state laws while maximizing tax benefits. Why Consider a […]

As a Silicon Valley will lawyer working with single and divorced parents, I’ve witnessed the deep emotional weight that guardianship decisions carry. The thought of someone else having to raise your children is heart-wrenching, yet planning for this possibility is one of the most profound acts of love you can offer them. The Unique Vulnerability […]

As a Bay Area trust and estate lawyer, I’m frequently asked about the intersection of trusts and business entities, particularly LLCs. The short answer is yes, a trust can own an LLC, but the details matter significantly. This ownership structure can offer valuable benefits for asset protection, tax planning, and succession planning—when implemented correctly. Understanding […]

Estate planning is based on state and federal laws which are subject to change at any time. For many members of the LGBTQ community, that can be not only anxiety-provoking but a genuine concern when planning for the future. The good news is that having a comprehensive estate plan gives you control over how your […]

As you are setting up your trust and making the very important choice of who will serve as trustee, you may be wondering if this person will get paid for their services and how that is accomplished. Do your heirs have to pay them out of pocket? Let’s explore how trustee compensation typically works. Understanding […]

In the wake of recent natural disasters, especially the devastating floods and the fires in California, many social media posts have claimed that if your property is held in a trust, it won’t be covered by insurance. This is not entirely accurate. While it is true that you can face coverage gaps if your trust […]