We offer the option of consultations and meetings in-person, video & phone.
Bringing a new addition into the family is a milestone which necessitates that you revisit and revise your estate plan. If you had an estate plan
What are the consequences where a person executes a trust or will and subsequently marries but fails to revise the trust or will to include the spouse?
For most individuals in the bay area, complete estate planning requires a Trust, Will and Powers of Attorney for health care and property. A common misconception among many people
If you have more than one child, often, one or more of your children will wish to take title to your residue or other real
In 2015, California passed a law allowing Revocable Transfer on Death Deeds. This law allows an individual during his/her lifetime to record a TOD deed
During one’s lifetime, we often experience a change in marital status, become parents, uncles, aunts or grandparents. When these events happen, one consideration is how
When a trustor passes away and a trust becomes irrevocable, modification or termination of the irrevocable trust is not permitted without court approval. In the event the
Complete estate planning which includes a trust, will and powers of attorney for health care and property is not only important to protect your assets from probate, but
In our review of estate plans that predate 2011, many trusts for married couples consist of a survivor’s and decedent’s trust at the death of the first spouse. Prior
Rarely in the past 30 years has Congress made any significant changes to the basic laws of estate planning. But recently they did. As the
