Blog
What to consider when setting up a guardianship?
As part of an estate plan, it is important for parents to carefully select a guardian for their minor child to include in their estate
The financial and health care aspects of estate planning
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
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
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.
Strategies to avoid common estate planning missteps
Creating an estate plan is a wise step in California. People who do so are preparing for the future not just for themselves, but for
Wrap-up: Prop 19 scales back common property tax break
The deadline for completed real estate transfers that would not be subject to the new exclusion rules lapsed several months ago. It appears that initiatives
A blended family and estate planning
Blended families, those marriages that include kids from prior marriages, are ever increasing as the divorce rates in the U.S. remain extremely high (about 50%).
Why you need to include a health care proxy in your advanced health care directive
Many San Jose area residents have already taken the time to create an advanced health care directive. An advanced health care directive is an important
Can I get more info on digital assets and estate planning?
This blog has touched on digital property in the past. Indeed, in a recent post, we looked at how a power of attorney is affected
What happens if you run out of retirement assets before you die?
When we are working the daily nine-to-five, we dream of the day that we can finally retire. However, life expectancy is on the upswing and