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Estate Planning

When to create a special needs trust

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 are not easy events to consider or plan for, the reality is that you never know what the future holds. The same goes for parents...

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,...