What is incapacity planning?
In a 2021 Caring.com survey, they found that about 66% of us do not have an estate plan or even a will. And, this is not that surprising as estate planning can seem macabre, and it is never an easy...
View ArticleCan you name a non-resident as your personal representative?
Choosing who will be the executor of your will is an important decision. Personal representatives, along with the court, are largely responsible for ensuring that your will goes through probate in a...
View ArticleKey factors in naming the right person to be a guardian
Californians who take the necessary step to create a well-rounded estate plan must tailor it to suit their needs. In cases involving a minor who will need a guardianship, it is important to select the...
View ArticleWhy to consider legal assistance in creating your estate plan
On its face, estate planning might seem relatively simple. You just write up a document that specifies where your assets are going to go when you pass away, right? Sort of. But the truth of the matter...
View ArticleAvoiding mistakes in the estate planning process
Planning for the future can seem difficult to many people because no one knows what the future will bring. But, that is exactly the purpose of estate planning. You don’t know what will happen in the...
View ArticleDefining guardianships and conservatorships in California
When you become a parent, your life changes. In an instant, this new little human becomes the most important person in your life. You care for them and watch them grow. However, what happens if this...
View ArticleSurvey: a vast number of people still do not have an estate plan
Californians and people across the nation were impacted in various ways by the recent national health crisis. For many, in addition to being a financial, professional, physical, emotional and personal...
View ArticleEstate planning considerations before you travel
When you are getting ready for a trip, you have a lot of things on your mind. Many of us create lists of items to pack or errands to take care of before we leave. One thing you may not think about...
View ArticleWhen to create a special needs trust
When it comes to estate planning, many create it to serve their needs and wishes in the event of their death or incapacitation. While these are not easy events to consider or plan for, the reality is...
View ArticleEstate planning can help ensure you do not outlive your assets
Most of us in San Jose plan to retire someday. We set money aside in 401(k)s, stocks, mutual funds and other investments during our working years so we can live comfortably for the rest of our life....
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