Warning from a Bay Area Estate Lawyer: Good Credit Doesn’t Mean Your Nest Egg Is Safe from Creditors!

You’ve worked hard. You’ve built up a nice nest egg that you hope to someday leave to your kids. Your “ducks are in a row” and you’re in good financial standing. Do you need to worry about creditors getting their hands on your money? You just might! This is because the money that you leave […]

Santa Clara Trust Lawyers: Four Reasons to Consider Setting Up a Trust

There are many reasons to establish a trust, chief among them is to ensure that your loved ones are provided for and that your wishes are honored if something happens to you. Establishing a trust also allows a greater level of control regarding the way your estate is handled after your death.  Below, our Santa […]

Silicon Valley Estate Planning Attorney Offers Five Considerations for Single Parents

It is particularly important for single parents to prepare a proper estate plan, since they often face certain challenges that co-parents do not. Like all parents, single parents want to ensure that their children are properly provided for in the event of their passing. But unlike co-parents, a single parent cannot presume that a surviving […]

Special Needs Planning with a Limited Conservatorship

Autism and other conditions can affect people throughout their whole lives, and some may need assistance throughout adulthood. However, in the eyes of the law all adults who reach the age of majority become independent and are presumed to have the ability to make their own decisions, including financial decisions. Some adults with special needs […]

Bay Area Estate Planning Attorney Asks, “Are You Ready to Get Your Affairs in Order?”

Death or incapacitation can creep up on anyone, especially when they least expect it. The burden of handling an estate or financial affairs that can fall on your family may be extremely heavy, even more so if you didn’t leave them in a situation where they’re thoroughly prepared. So if you’re ready to get your […]

Santa Clara County Trust Attorneys: How to Plan with a Revocable Living Trust

A Revocable Living Trust is one of the most misunderstood tools of estate planning, especially since many people associate trusts with the extremely wealthy and the term “trust funds.” But Santa Clara County trust attorneys will tell you that Revocable Living Trusts can be created by just about anyone looking to make an estate plan […]

When Should I Create an Estate Plan?

You should consider making plans for your estate as soon as you have assets you wish to protect and people or organizations you want to pass them on to. Life is full of uncertainties, and it’s never too early to make preparations for the future. One of the biggest misconceptions about estate planning is that […]

Santa Clara Will and Trust Lawyer: How to Ensure Your Home Is Passed onto Your Children

If you’re like many Americans, your home is the single most valuable asset you own, and perhaps the single most important item to consider when drafting your estate plan. It’s important to know that your children will inherit the family home after you have passed away—and to that end, there are several legal instruments that […]

Bay Area Estate Attorneys Discuss Five Common Mistakes People Make During Estate Planning

Creating an estate plan to protect your loved ones, assets, and interests in the event of your passing is important. It can give you peace of mind to know that the people you love will be taken care of after you’re gone. However, poor planning can undermine your efforts and leave your beneficiaries struggling to […]

Santa Clara Trust Lawyer: Top 5 Mistakes to Avoid When You Make a Living Trust

A revocable living trust is an integral part of many estate plans. Its main purpose is to give you more control over how your estate is handled both before and after death while allowing your estate to avoid the lengthy probate process. The idea of a revocable living trust is fairly simple: it becomes the […]

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