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Estate Planning Process: Beneficiary Designations & Concerns

Who Gets Your “Stuff” After Death If you’re a “it’s better to give than receive” type of person, picking beneficiaries can be one of the most satisfying parts of the estate planning process. There are no restrictions on who can and cannot get your property. There is an exception in California. Married couples must leave […]

California Estate Planning Checklist: Documents & Case Study

California Estate Planning Checklist – Guide All estate plans are unique. However, the following is a basic California estate planning checklist that you can use to ensure your lifetime financial and healthcare needs are handled in case of incapacity and your wishes are carried out on death (while avoiding probate!). What documents are on the California estate […]

Estate Planning Lawyers: Guide to Choosing an Executor

What is an Executor All estate planning lawyers will tell you that being an executor of someone’s will is a time-consuming, thankless and often miserable job. Executors are charged with the task of sorting through the remains of someone’s entire life, while ensuring their final wishes are properly and legally carried out. With all these responsibilities, it’s […]

Estate Planning Update: When is the Right Time?

Life & Law Changes Necessitating Estate Planning Update You just left your attorney’s office with a brand new estate plan. You’re done, right? It’s “up-to-date.” Shiny. Professional looking. Sounds incredibly complex when described. You couldn’t be happier. What’s next? Reviewing whether an estate planning update is needed is something you should do once a year if you […]

Estate Planning Must: Revocable Living Trust

Estate Planning Influenced by Market Changes Having weathered the housing bubble storm of 2008 your home is no longer under water. In fact, you’ve got some equity now. You’re not alone. The housing market has picked up dramatically in Santa Clara County over the last year. Envisioning family barbecues in the summers – minus “Uncle Eddie” […]

Estate Planning Techniques to Preserve Inheritance

Step Away from the Table, Baby Boomers Come on, red. Come on, red… Turn the rally cap around, uncross your fingers, and stop bugging the waitress to blow on your dice for luck. The odds of hitting it big on a windfall inheritance from Mom and Dad are no longer in your favor. This is […]

Estate Planning: Long-Term Asset Protection

Changed Circumstances Change Estate Planning You’ve done well for yourself in business. Expensive homes. Decked-out cars. High-rise office building downtown. Exclusive membership to the elite golf clubs. You’ve got it all! Somehow, amidst the crunching numbers and closing deals you found love too. You’re married with three lovely children – your most prized possessions. You […]

Administration Tips from A Trust & Estate Attorney

Once an estate plan has been finalized by a qualified trust and estate attorney, it needs to remain current to reflect an individual’s or family’s situation. Upon death, the trust then begins the trust administration phase. It’s a complex job of the trustee — the person in charge of carrying out the terms of the […]