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will or living trust which is right for you

Will Or Living Trust: Which Is Right For You?

Posted on May 27, 2022May 27, 2022
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...
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estate plan essentials advance directives end of life planning

Estate Plan Essentials: Advance Directives & End-Of-Life Planning

Posted on May 3, 2022May 3, 2022
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...
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estate planning for blended families

Estate Planning For Blended Families

Posted on March 29, 2022March 29, 2022
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...
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how to prepare before meeting with an estate attorney

How To Prepare Before Meeting With An Estate Attorney

Posted on March 1, 2022March 1, 2022
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,...
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purpose and types of guardianship in california

Purpose And Types Of Guardianship In California

Posted on January 28, 2022January 28, 2022
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...
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revocable and irrevocable trusts

Revocable And Irrevocable Trusts

Posted on December 30, 2021December 30, 2021
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...
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what estate information to share with your heirs

What Estate Information To Share With Heirs

Posted on December 2, 2021December 2, 2021
Creating a comprehensive estate plan is a powerful move, complete with advanced directives and POA’s in place. We repeatedly witness how these steps provide immense peace of mind for our clients. Once an estate plan is in place, there is...
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tips to help siblings avoid or settle an estate battle

Tips To Help Siblings Avoid Or Settle An Estate Battle

Posted on November 16, 2021November 16, 2021
The wake of the last remaining parent’s death is a large one for most families, and the complicated emotions around that death pose challenges of their own. This is especially true when the estate plans are not updated, are unclear, or...
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what to look for in an estate planning

What To Look For In An Estate Planning Lawyer

Posted on October 19, 2021October 19, 2021
When we meet with clients for the first time, we consider it the first of many meetings throughout their lifetime. Together, we’re forging a partnership. So, in addition to getting your estate plans in place, your attorney should be someone...
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what happens to your minor children if you die

What Happens To Your Minor Children If You Die?

Posted on September 3, 2021October 19, 2021
If you have minor children, you must have a will or an estate plan in place. Failure to do so means your children’s custody is at the mercy of the courts if the natural parents die while children are still...
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