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 before you travel is your estate plan. If you do not have an estate...
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Survey: 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 challenge, it highlighted the importance of being fully prepared...
Defining 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 child you love becomes unable to meet their own needs, either in...
Avoiding 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 future, but when you have an estate plan in place you can leave a...
Why 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 is that estate planning is much more complicated than that,...
Key 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 right person to serve as the guardian. It is a significant...
Can 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 timely and accurate manner, according to your wishes. But what if the...
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 conversation. But, what some forget is that San Jose, California,...
Special needs trusts come in different forms
Special needs trusts help many disabled Californians retain their eligibility for public benefits while holding different types of assets in trust. This can help people with special needs receive benefits through services such as Medicaid while providing them with...
What are the differences between a guardian and a conservator?
There are different situations in people’s lives in California that put them in a position where they cannot care for themselves properly. This could be when they are young and not ready or capable of providing for themselves. Children rely on their parents to provide...