Bay Area Estate Lawyer: Basics of Trust Administration

Will and trust administration is an interesting aspect of estate planning law, and one that has a really important impact on the beneficiaries of an estate.  Generally speaking, a lawyer in Bay Area who does will and trust administration will offer a variety of services. Administration with a Will When the deceased has left behind […]

How Marital Status Affects Estate and Tax Planning in Santa Clara

Who can get married and who can’t is an issue that estate and tax lawyers in Santa Clara are following closely. Beyond social and religious meaning, marriage brings with it certain rights and benefits. A person’s marital status affects so many legal aspects of life, all the way through who will inherit property after death. […]

Estate Planning Bucket List for Those in the Bay Area

We’ve pretty much all heard about “bucket lists,” but that term can take on a little bit of a different meaning when you’re a Bay Area estate planning lawyer.  We deal with the reality every day that life is fleeting, and it’s our goal to help clients to maximize what they are able to leave […]

Menlo Park Trust Lawyer: How to Protect Inherited IRAs From Future Bankruptcy

Menlo Park trust lawyers are abuzz following a recent U.S. Supreme Court decision that will have big implications for clients.  The fact that these professionals keep up-to-date on legislation and court decisions that affect their clients is one of the most important reasons not only to hire an estate planning lawyer in the first place, […]

What Happens to Your Assets in California When You Don’t Leave a Will?

You may not need a Menlo Park estate planning lawyer to make a will (although making a will without an attorney isn’t a wise decision), but what if you have no will at all?  No one wants to think about their future demise, but death will be coming for all of us eventually.  Without a […]

What the IRS Says about Estate Taxes | Menlo Park Estate Tax Lawyer

Estate tax lawyers in California spend a lot of time learning and relearning tax law, as provisions change continually.  In addition to knowing the various types of state taxes that could affect an estate, it’s also necessary to keep up to date on what the federal Internal Revenue Service has to say about these things. […]

Menlo Park Estate Planning: It’s Not About You

Of course, any Menlo Park estate planning lawyer’s goal is to satisfy the client; but in the long run, a lot of estate planning focuses on those left behind.  In creating an estate plan that disperses your assets in the way you want, you create a legacy and support your family, friends, or favorite causes […]

Robin Williams, ‘Affluenza,’ and Your Menlo Park Estate Plan

The death of beloved actor and comedian Robin Williams was a sad event for many, but those most struggling would be his children.  Williams had an estate plan that was created in a way that worked to protect them from a multitude of issues—including what has been coined “affluenza.”  This term refers to children of […]

Silicon Valley Estate Lawyer: How Long Does Your Will Need to Be in California?

Any estate lawyer in Silicon Valley will tell you that every person needs a will.  Sure, the wealthy may have more assets to distribute, but pretty much everyone still needs to have their last wishes laid out in a legal document. Even if it is just to keep the peace within your family, a will […]

But I Don’t Live on a California Estate!

There’s this mistaken notion that estate planning lawyers in Menlo Park often have to confront that the only people who need their services are the very wealthy.  After all, the word “estate” conjures up images of mansions nestled among perfectly-manicured gardens alongside a garage filled with priceless automobiles.  The average American simply doesn’t have an […]

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