“I’ll get to it later.” It’s a phrase many of us have uttered, especially when it comes to tasks that feel overwhelming or too distant to be pressing. Estate planning, for many, falls into this category. But as any experienced Santa Clara will lawyer will emphasize, in the world of wills and trusts, all too […]

Inheriting a piece of jewelry from a loved one is not just about receiving a valuable asset—it’s also about inheriting a memento filled with memories and emotions. As precious as it is sentimentally, it’s equally important to ensure that the jewelry’s monetary value is protected and preserved. As an experienced Silicon Valley estate planning lawyer, […]

It’s not uncommon for parents to add an adult child as a co-owner on their bank account. This arrangement often serves as a convenience, allowing the child to help manage finances or ensure easy access to funds in case of emergencies. However, what happens when that child is facing a divorce? Could the parent’s money […]

After a diagnosis of Amyotrophic Lateral Sclerosis (ALS), it’s essential to begin thinking about estate planning. While it’s an understandably difficult time, it’s crucial to ensure that your wishes regarding your estate and health care are clearly outlined. As experienced Silicon Valley estate planning lawyers, we can guide you through this process.  Last Will and […]

One common misconception that often holds people back from estate planning is the fear that putting their house in a trust will make it difficult to control their asset or sell it in the future. As a trust lawyer in Santa Clara County, I can confidently say that this fear is based more on myth […]

As a parent, you’re constantly juggling tasks, responsibilities, and decisions. It’s easy to delay thinking about things that don’t seem immediate or urgent, like creating an estate plan. But here are five compelling reasons why making your estate plan with a will lawyer in Santa Clara should be a top priority: Blended Family Fairness If […]

Making the difficult decision to disinherit a child from your estate is never easy. You may be wondering: Do I need to explain my decision to my child? The short answer is no, you are under no legal obligation to do so. But the longer answer? It’s a bit more nuanced. Let’s dive into this […]

As a stepparent, you’ve likely grown to love your stepchildren as your own. It’s only natural to want to ensure they benefit from your hard work and share in your estate when you’re no longer around. But you might be surprised to learn that, without proper planning, stepchildren do not automatically have inheritance rights. Our […]

Being a landlord comes with unique opportunities and challenges, and it’s critical to protect your valuable real estate assets effectively. Estate planning and asset protection strategies are essential components of any landlord’s financial plan. Here’s an overview from our Bay Area estate planning attorneys. Why Estate Planning is Vital for Landlords Asset Protection: Landlords can […]

Blended families, which often include both biological and adopted children, require a more comprehensive approach to estate planning. This can help ensure that all family members are treated fairly and feel included in the inheritance process. Our team of Silicon Valley will lawyers is here to offer guidance on creating an estate plan that caters […]