All California adults should have a last will and testament. It’s a crucial estate planning tool that can protect your assets, your family and your future. These are some of the biggest reasons why you need one. Purpose of a will A last will and testament is a legal...
San Jose, California Legal Blog
Transferring credit card points after a cardholder dies
When a California resident passes away, the credit card reward points and airline miles they accumulated are sometimes worth a significant amount. This is especially true if they used a particular card whenever possible to earn elite or premium status. Credit card...
How to choose a trust
Assets that remain in your California estate may be subject to probate. However, you may be able to avoid probate by putting your assets inside of a trust as these items are generally considered to be held outside of your estate. Trusts are considered to be either...
What is a power of attorney?
At any moment, you may become incapacitated and unable to care for yourself. Whether these are temporary conditions or linger, other aspects of your life need some form of continuity. A power of attorney allows you to decide who will have the authority to perform...
The times to consider changing your executor
You are among the well-prepared when it comes to estate planning. Your estate plan is in place, you make regular updates to it, and you know that by doing so you are protecting your assets and family. But now you encounter a change that you had not expected so soon....
Estate planning considerations for second marriages
A second chance at marital bliss may come with a lot of stress that you did not foresee. Creating an estate plan as a blended family may leave both of you confused about how you can take care of your children and each other. With a blended family situation, there are...
Should you put your will in a safe deposit box?
Too many Americans procrastinate when it comes to writing their wills. In fact, according to reporting from CNBC, almost 70% of adults in the U.S. have not yet finalized one. If you belong to the exclusive group of responsible will writers, you might wonder where you...
What should you know about digital assets?
Your estate plan helps you plan for the future and dictate who will receive your assets after you die. But many people have yet to start the formal estate planning process. According to a survey conducted by Caring.com, approximately 33% of Americans have put together...
3 common estate planning mistakes to avoid
Estate planning is an important process every adult needs to perform. It allows people to ensure the carrying out of their final wishes and protect their loved ones' inheritances. It also involves more than simply writing out a will on a piece of paper. There are many...
A guide on estate planning for your retirement in Claifornia
Retirement in California is exciting but comes with significant financial considerations, including estate planning. Estate planning involves organizing your assets and determining how they will be distributed after death. It's a critical aspect of retirement...