The idea of estate planning can be depressing and daunting. It can be depressing because no one wants to think about their death, and it can be daunting because you may not know where to begin. Sometimes it helps to break down a topic like estate planning into two...
Month: November 2021
How an estate planner differs from a financial planner
Most residents of the Bay Area who are exploring the possibility of creating an estate plan soon run into financial planners who sell themselves as estate planning experts. Many estate planning experts also attempt to convince potential clients that they can be...
How a special needs trust can help families
A special needs trust can provide benefits to families which is why they are an important estate planning tool to be familiar with and understand. Estate planners considering estate planning options should what a special needs trust is and the benefits of having one...