When making an estate plan and Last Will and Testament, many people have a difficult time deciding who should be the Executor of their estate. Oftentimes they will consider naming Co-Executors—two or more people who serve as executor of the estate. Each Co-Executor named in your Last Will and Testament will have authority over your […]

Many grandparents wish to leave a legacy behind for their grandchildren. However, they may run into some issues if those children are underage. A Bay Area Wills and Trusts attorney can help you determine what the best options are for leaving assets to underage beneficiaries, whether those assets are held in a Will or Trust, […]

One of the most complex aspects of a California wills and trust lawyer’s job is making sure that a trust is properly funded. While the attorney will be able to do some of the work on behalf of the client, there are a number of documents that are needed in order to transfer assets into […]

Wills and trusts administration lawyers in Santa Clara County often have the opportunity to work with local families who—in addition to planning for their regular home—have a vacation home to take into consideration during the planning process. While you might think that real estate prices or the vacation home’s location would be the driving forces […]

As an individual puts together his or her estate plan, there is a need to really think about how it will be administered.  Wills and trusts administration can be a complex process in California, although having an estate plan in place is without a doubt one of the best ways to simplify it.  Another way […]

Wills and trusts lawyers in the Bay Area handle so much more than just the creation of legal documents.  One of the most important parts of the job is educating and guiding clients through their options, which often depend on the client’s unique financial and family needs.  To that end, today’s article is a basic […]

OK, that title may be a little misleading, as not every estate planning lawyer in Santa Clara is going to recommend a revocable living trust for every single client. That said, this particular kind of trust is one that is suggested and discussed a whole lot because of all the things it can do for […]

Estate planning is a pretty big field, with lots to take into consideration with your lawyer. There are complexities and confusion; but at the end of it all, there’s no doubt that coming up with a solid plan is one of the best paths for retirement, saving, what you are able to leave behind, and—of […]

Santa Clara trust lawyers are quite savvy when it comes to working with the “traditional” kinds of income clients have. The attorney will help them figure out how to plan based on current and expected salary, along with a variety of assets like retirement plans or bank accounts.  Each of these may be considered a […]

Putting together a solid estate plan with your Santa Clara will and trust lawyer is an important step in protecting the future for you and your family.  In order to make sure that things go the way you’ve planned, it’s a good idea to occasionally double check who you have listed on your IRA beneficiary […]