Bay Area Estate Attorneys: 3 Ways Your Child’s Spouse Can End Up with the Family’s Money

Bay Area estate attorneys know that it’s not inherently bad if your son-in-law or daughter-in-law receives your child’s inheritance. After all, he or she is part of the family. Ideally, if an in-law ends up with the family’s money (say your adult child passes away first), it’s always the hope that the in-law will pass […]

Millennials: Use These Estate Planning Strategies to Address Your Unique Needs | Bay Area Estate Planning Attorneys

If you’re in your twenties or thirties, you’ve probably heard about the importance of creating Wills and Trusts… but maybe you think you’re too young for estate planning or that you don’t have enough assets yet to justify putting a plan in place. But Bay Area estate planning attorneys will tell you that it is […]

Santa Clara Estate Lawyer: Where Should I Store My Original Estate Planning Documents?

After you complete the process of creating an estate plan with your Santa Clara estate lawyer, you’ll want to give serious thought about the place where you will store your original documents. Unfortunately, if your original documents can’t be found after you pass away, it could be presumed that you died without leaving a will […]

How Is a Trustee Paid for Managing a Special Needs Trust in California?

Silicon Valley special needs planning lawyers often help parents set up a Supplemental or Special Needs Trust in California to protect their child’s resources and inheritance for the future. When crafting this important document, the attorney will also help their clients choose a trustee who will be charged with overseeing and managing the funds in […]

Santa Clara Trust Lawyer: Why Every Small Business Owner Needs an Estate Plan

Creating and building a successful business is an incredibly difficult undertaking—and maintaining that success is usually even more challenging. Protecting that success, however, is a different story entirely. You must consider what will happen if you die or become incapacitated, if your business will be subjected to estate taxes once you pass away, or even […]

Bay Area Estate Planning Attorney Explains Three Things You Can Do When You Inherit Your Parent’s House

When a home is passed on to adult children after the death of a parent, there are three typical paths that beneficiaries can choose: move into the house, sell the house, or rent it out. If you and/or your siblings recently inherited a house and are uncertain about the best way to deal with the […]

Mental Health and Health Care Directives in Santa Clara County: Everything You Need to Know

Health care directives, which include the Living Will, Health Care Agent Designation, and HIPAA Medical Release, are necessary components of any estate plan. Health care issues occur more and more as we age, so it’s important to have the proper legal documentation in place to ensure we get the care we need. However, mental health […]

What You Should Know About Living Together if You’re Over 50 | Silicon Valley Estate Planning Attorney

By Silicon Valley Estate Planning Attorney Gary Brainin Between 2007 and 2016, the number of unmarried couples over the age of 50 who were living together increased by 75% according to the Census Bureau. There are several factors contributing to the rise in romantic roommates. A change in social attitudes towards cohabitation has lifted much […]

Santa Clara Trust Attorney: 5 Steps to Create a Revocable Living Trust

A revocable living trust is the perfect document to protect your privacy, avoid probate, and leave someone you trust in charge of managing your affairs if you become incapacitated or pass away. It’s an essential element for estate plans and gives the trust maker, also known as the Grantor, the peace of mind that their […]

Attorneys in Santa Clara Want You to Protect Your Family and Assets by Planning for The Possibility of Disability

Attorneys in Santa Clara often see the results of what happens when someone does not realize the importance of planning for the possibility of an unexpected disability. Sure, clients come to their lawyers ready to plan for what to do with their retirements, or how they would like to see their estates managed after they […]

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