Power of attorney (POA) documents can be a lifesaver, granting a trusted person (the “Agent”) the authority to make important decisions on your behalf when you can’t. However, there may come a time when you need to revoke or update your POA. In this blog post, our Santa Clara estate attorneys discuss common reasons for […]

As you embark on the journey of creating an estate plan, it’s essential to consider all aspects of your life, including your genetic legacy. Embryo and genetic material preservation are becoming more common, and if you’ve chosen this path, it’s crucial to discuss these matters with your Santa Clara estate planning attorney. Make Your Wishes […]

Trusts are often associated with the ultra-rich, but in reality, they can be an essential tool for families across various income levels. Middle-class families should also consider setting up trusts for their children to ensure their financial security and proper use of assets. Why Middle-Class Families Should Consider Trusts It’s a common misconception that only […]

Estate planning involves careful consideration of your assets and how they’ll be managed upon your passing. One common question that arises is whether a burial plot should be included in a living trust. Our Santa Clara will and trust lawyers will explain why burial plots don’t necessarily need to be included in your trust and […]

Writing your Last Will and Testament is a crucial step in planning for your future. But did you know that it’s also possible to create a plan for the way you want your funeral and memorial service to be conducted? It may seem daunting, but it doesn’t have to be. Read on to learn how […]

Parenting an adult with special needs can present unique financial challenges. A Special Needs Trust can help to ease the burden by providing additional resources without compromising your child’s eligibility for government benefits. Depending on what kind of government aid the person is receiving, funds from a trust may be used to cover things like […]

When creating a trust, one important decision to make is who will act as the trustee. Choosing to name a non-family third party as the trustee of your trust can provide several benefits. Here, we will explore why this option may be considered when deciding who will oversee the trust. Objective Decision Making A third-party […]

You’ve spent a lifetime working to care for yourself and your family. When you reach your golden years, you may wonder what it is you’ll leave behind. What will your legacy be, and what can you do to give back to those who have enriched your life? One answer our Bay Area estate planning attorneys […]

The last thing you want after you pass is for your family members to squabble over your estate. Unfortunately, even with forethought and planning, loved ones may challenge the validity of your will and final wishes, throwing your estate into a potentially long, drawn-out legal process. So, how can you avoid having your will contested […]

A living trust is a valuable tool in estate planning. You can manage it while you’re alive while passing control of your affairs to someone else upon your incapacity or death. The assets in the trust can also avoid probate, allowing successor trustees immediate access to the funds they need without going through a long, […]