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Is your power of attorney ready for digital assets?
You took the time to craft a comprehensive estate plan that details the distribution of your assets and provides financial security to your loved ones
What you need to know about special needs trusts
If your loved one in California has special needs, it’s not always easy to tell if they will outlive their money. A special needs trust
When can special needs trusts be established in California?
For California parents and relatives who care for a loved one with special needs, it is important to think about the future. The proper care
Preparing for the possibility of outliving your assets
According to the U.S. Centers for Disease Control and Prevention, life expectancy in the United States has mostly increased from year to year. In fact,
What is a special needs trust and how can it help?
Trusts refer to when property is managed by someone for another person’s benefit. The property that is managed can include real estate, finances and other
Estate planning to address the Secure Act and its impact on IRAs
For Northern Californians who are preparing or updating their estate plan, it is important to keep track of new laws that might impact their decisions.
Through estate planning services, we help build peace of mind
Estate planning has become a hot button issue over the past year and a half. With all the craziness during this time, estate planning has
Proposition 19 and property transfers in California
The property tax regime in California is complicated. For many years, the state has limited the amount by which real property taxes can be raised
Special needs trust can help children with disabilities
A child with special needs or a disability may need help with protecting their financial future and assuring that their needs are met. Through effective
Choosing between revocable and irrevocable trusts
People in the Bay Area try to plan for many different aspects of life. For many unpredictable types of events people will obtain insurance such