The term “intestate succession” is used by legal professionals and court systems to describe the process of distributing a person’s assets if they die without a will or trust in place. This process takes place in probate courts and can...
We understand the desire to save money with DIY estate planning, but it is never a good idea. There are three main reasons people create estate plans: to distribute assets to the people and organizations they love most, to protect...
Business owners must make the same “what if…” plans as individuals. For example, what happens to your business if you die? What if you become incapacitated and cannot make essential day-to-day, legal, or financial decisions? How do you want your...
Most people believe estate planning is something you do after you retire. This is a huge mistake because a well-crafted estate plan goes beyond death, including legal instructions about medical directives or who can speak for you if you cannot...
Deciding to create a will or living trust isn’t an either/or scenario. They are different estate planning tools and, although rare, some clients’ estate plans include both. In most cases, a single consultation with an estate attorney can determine whether...
Advance medical directives and end-of-life plans are two of the most important documents a person can create. They ensure your wishes are carried out with respect to your values if and when you can no longer speak for yourself. Failure...
As Bay Area estate attorneys who’ve seen it all, we think every adult needs an estate plan. However, there are certain circumstances where estate plans should be a legal obligation. These include: Adults with minor children Any family with individuals...
The estate planning process is relatively straightforward - assuming clients have everything they need with them or readily accessible. Successful estate planning requires a comprehensive approach that includes both the mental and legacy aspects of your estate and its assets,...
Legal guardianship begins when the court determines that the person in question cannot make sound decisions for him or herself and designates the responsibility to someone else. In most cases, guardianship cases result from deceased parents or parents who are...
Wills and living trusts are the cornerstones of estate plans. The more assets you have, the more likely you are to need a living trust. There are two types of living trusts: revocable and irrevocable trusts. If you are newer...
