Estate planning is a crucial aspect of securing your family's financial future and ensuring your assets are distributed according to your wishes. In San Jose, where life moves...
As we age, it becomes increasingly important to plan for the financial aspects of senior care. From understanding the costs involved to evaluating your current financial situation...
You have dedicated a good part of your life to working hard and building wealth—and assets. Now that you are at midlife or beyond, you’re likely asking yourself: Who will...
Secure Your Assets And Distribute Your Legacy Safely With An Estate Planning AttorneyA revocable living trust functions much like a Last Will and Testament but, crucially, will avoid...
There’s a common misconception that the revocable trust and last will of testament are the same thing. However, there are key differences that separate the two estate planning...
A frequent question we often receive is whether our client’s loved ones will have to pay taxes on their inheritance. In several states, an inheritance tax is imposed by the state....
When you have minor children you start to have to consider things you might have ignored in the past. Like, what will happen to your family and things should something unexpectedly...
A frequent question we often receive is whether our client’s loved ones will have to pay taxes on their inheritance. In several states, an inheritance tax is imposed by the state....
People often tell me that they can’t get started with their estate plan because they don’t know what the plan should entail i.e. whether it should just be a will, or also...