Let’s be honest—estate planning probably isn’t at the top of your New Year’s resolution list. As a Silicon Valley will lawyer, I’ve heard every reason for postponing this important task: “I’m too young,” “I don’t have enough assets,” or the classic “I’ll get to it later.” But here’s the truth: later isn’t guaranteed, and tomorrow’s […]

When a loved one passes away with a reverse mortgage, it can add an extra layer of complexity to the estate administration process. As a Santa Clara estate administration lawyer, I often guide families through this challenging situation, helping them understand their options and obligations. A reverse mortgage allows homeowners aged 62 or older to […]

As a trust lawyer in Santa Clara, one of the most important conversations I have with parents of children with special needs is about succession planning for their child’s trust. While parents typically serve as initial trustees, choosing the right backup trustee is crucial for your child’s long-term security and care. Why Your Choice of […]

As we begin 2025, it’s the perfect time to review your estate plan. As a Bay Area will and trust lawyer, I’ve created this checklist to help you ensure your estate plan continues to protect what matters most. Life Changes That Need Your Attention Has 2024 brought any major life changes? Consider whether you’ve experienced: […]

As a trust lawyer in Santa Clara, I often encounter clients who need to make significant changes to their trust but aren’t sure whether to amend it or start from scratch. This is where a trust restatement comes in—a powerful but often overlooked solution that offers the best of both worlds. What Is a Trust […]

The holiday season typically brings thoughts of giving, but sometimes complex family dynamics lead to difficult decisions about inheritance. As a Silicon Valley will lawyer, I often counsel clients who are considering disinheriting a family member. While this is never an easy choice, it’s important to understand how to do it legally and effectively. Understanding […]

If you’re reading this, you’re likely facing one of life’s most challenging tasks: writing an obituary for someone you love. As a Santa Clara will and trust lawyer who has helped countless families through the grief process, I want to share some guidance to make this difficult task a little easier.  As a preliminary note, […]

The recent custody battle involving reality TV star Mama June Shannon has brought to light a critical issue that many parents overlook: the importance of estate planning when you have minor children. As a Santa Clara County estate planning lawyer, I’ve seen firsthand how proper planning can prevent heartache and legal battles in the wake […]

When it comes to estate planning, there’s no one-size-fits-all solution. As a Bay Area will attorney, I often find that clients are familiar with traditional wills but less so with pour-over wills. Today, let’s dive into the differences between these two important legal documents and explore when a pour-over will might be the right choice […]

As the holiday season approaches, many of us feel inspired to give back to our communities and the causes close to our hearts. While volunteering and making donations are wonderful ways to contribute, have you considered the lasting effect you could make by incorporating charitable giving into your estate plan? As a Santa Clara trust […]