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...

Business owners must make the same “what if…” plans as individuals. For example, what happens to your business if you die? What if you...

Most people believe estate planning is something you do after you retire. This is a huge mistake because a well-crafted estate plan goes...

Deciding to create a will or living trust isn’t an either/or scenario. They are different estate planning tools and, although rare, some...

Advance medical directives and end-of-life plans are two of the most important documents a person can create. They ensure your wishes are...

As Bay Area estate attorneys who’ve seen it all, we think every adult needs an estate plan. However, there are certain circumstances...

The estate planning process is relatively straightforward – assuming clients have everything they need with them or readily accessible....

Legal guardianship begins when the court determines that the person in question cannot make sound decisions for him or herself and...

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....

Creating a comprehensive estate plan is a powerful move, complete with advanced directives and POA’s in place. We repeatedly witness how...

The wake of the last remaining parent’s death is a large one for most families, and the complicated emotions around that death pose...

When we meet with clients for the first time, we consider it the first of many meetings throughout their lifetime. Together, we’re...

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...

Creating an estate plan supports your vision of distributing the estate amongst heirs, beneficiaries, friends, or favorite charities and...

In a perfect world, everyone’s estate plans would be in order before being diagnosed with any life-altering conditions like dementia. If...

Estate plans, which include a will and/or trusts, are designed so that your estate can be distributed without any assistance or guidance...

Estate planning is an essential part of any adult’s life plan. At its most basic, good estate planning ensures your finances, property,...

Probate is a legal process designed to efficiently and effectively distribute assets and transfer titles and properties to heirs and...

In the wake of a loved one’s death, there is so much to be done – especially in the first 10 to 14 days. It is overwhelming at times, and...

For many, a will is as simple as leaving all of your assets to your spouse or equally divided between your surviving children. For most,...