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
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
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
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,
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
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
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
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 you are expecting a new child, you are likely readying the nursery and making your birth plan. Your financial concerns regarding your child may
Are you worried about how your estate’s assets are going to be utilized once you’re gone? Are you concerned that your loved ones will simply
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