Think a Handwritten Will Is All You Need? Here Are the Dangers from a Santa Clara Estate Planning Attorney

There are many reasons why some people might find the idea of a handwritten will attractive. Also known as holographic wills, handwritten wills might seem cheaper and simpler to execute than non-holographic wills. However, handwritten wills are not legally valid in every state. Furthermore, in the states that do recognize handwritten wills, there are a […]

Santa Clara Will and Trust Attorney on the Best Ways to Store Estate Planning Documents

Writing your will, drafting financial and healthcare powers of attorney, and ensuring you have a living will in place are all steps that give you and your family the peace of mind that comes with careful estate planning. However, if you and your loved ones do not have a secure, memorable, and accessible place to […]

What Should Be on My Estate Planning Checklist? | Bay Area Will and Trust Attorney

Thinking about what will happen if your physical or mental health starts to decline can be a daunting prospect. Even more overwhelming can be the idea of imagining how the people you love will manage after you die. However, it is important to plan for these eventualities to ensure that your affairs will remain under […]

Silicon Valley Will Lawyer: How to Recover Unclaimed Estate Property

Right now, there are billions of dollars worth of unclaimed property across the United States. This is because sometimes a person dies without having accounted for all their assets, which they may have accidentally forgotten or abandoned. The good news is that it is often possible for family members or estate administrators to locate and […]

What Women Should Know About Their Estate Planning Risks | Silicon Valley Estate Planning Attorney

Women face unique challenges when establishing their estate plans. Your needs and values may be different than those of your male counterparts. Creating a solid estate plan involves addressing these issues so that you don’t face hardships years down the road. While no one wants to dwell on what their death will look like or […]

Santa Clara Estate Attorney: How to Leave a Gift for a Minor Child

Estate planning can seem overwhelming and confusing, especially when it comes to leaving assets to minors. Often, parents or grandparents want to include children (or grandchildren) in their estate plan and leave an inheritance for them. Yet, how can you give a gift to a minor and ensure that they will get it? Can you […]

Bay Area Estate Planning Lawyer on The Importance of Estate Plans for First Responders

If you are a first responder—police officer, firefighter, EMT, etc.—you put your life at risk every day when you go to work. Beyond the workplace, the high level of occupational stress also puts you at greater risk for long-term health problems, such as obesity, cardiovascular disease, sleep disorders, cancer, and suicide. That is why first […]

Bay Area Estate Planning Attorney on What Widows Should Know about Remarriage

If you are a widow or widower, meeting a new partner after the death of a spouse can bring a mixed bag of emotions. Having a refreshed sense of hope about the future in the wake of a major loss may even feel exciting and invigorating. However, as unromantic as it might seem, it is […]

What Is a Pour-Over Will?| Santa Clara Probate Attorney

If your estate plan includes a revocable living trust, that plan typically includes a pour-over will to ensure that any remaining assets transfer to your trust when you die. This can simplify the probate process, saving your family time and money. Managing the deceased person’s finances can be an added stress for a family during […]

Santa Clara Estate Planning Lawyer Discusses the Top Five Mistakes People Make When Setting Up a Trust

Creating a trust can be a vital part of the estate planning process. A trust can protect your assets and benefit the family members who receive them. It’s critical to understand state laws and the steps you need to take to create a trust. Common errors can invalidate someone’s trust and prevent surviving heirs from […]

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