Understanding Taxes: A Beginner’s Guide To Securing Your Legacy
Starting the process of estate planning is an important milestone in safeguarding your legacy and ensuring the financial well-being of your family in the years to come. One of the most critical factors to consider when creating an estate plan is taxes. Although complex–and not at all exciting–the tax consequences of estate planning can vastly differ depending […]
HOW YOUR ESTATE PLAN CAN PREVENT YOUR FAMILY FROM BREAKING UP
As an estate planning attorney working for a family law office and practicing estate planning law here in San Mateo, Santa Clara, San Francisco, and Contra Costa Counties in California, I’ve witnessed firsthand the impact that a well-crafted estate plan can have on preserving family unity and preventing conflicts among loved ones. I wish to […]
What trust options do you have for your estate plan?
Estate planning plays a vital role in financial planning, particularly when you want to control how others handle your assets after your passing. Trusts often come into play in estate planning, helping manage and distribute assets. In California, you have access to various types of trusts, each with unique features, benefits and purposes. Revocable living […]
What skills do executors need?
When selecting the executor for your estate, it is important to understand exactly what this person will need to accomplish and hold responsibility for during their time serving as executor. What exactly do executors do? What skill set do they need to succeed? Knowing the answer to these questions is crucial. How to manage an […]