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 […]

As a Silicon Valley will lawyer, I often find clients are puzzled by the term “Pour-Over Will.” While both traditional wills and pour-over wills serve important purposes, they function quite differently in your estate plan. Understanding these differences is crucial for ensuring your assets are protected and distributed according to your wishes. Traditional Wills: The […]

As a Will and Trust lawyer in Santa Clara, I’ve watched recent natural disasters, from devastating hurricanes in the Southeastern United States to destructive wildfires in California, demonstrate just how crucial emergency preparedness can be. As communities work to recover and rebuild, one consistent message emerges from those affected: having digital copies of important documents […]

One of the most common misconceptions about Powers of Attorney (POAs) is that they’re set in stone once signed. As an estate planning lawyer in Bay Area, I often reassure clients that this isn’t the case. The truth is, you can change your mind about your POA as long as you have the mental capacity […]

As a trust lawyer in Santa Clara, I often hear this question from homeowners who want to protect their assets but worry that their mortgage might stand in the way. The good news? Having a mortgage doesn’t prevent you from putting your home in a trust, and the process is typically straightforward. The Truth About […]