Helping Your Family Move Forward

San Jose California Estate Planning Law Blog

4 reasons to revise your estate plan

There are two main mistakes when it comes to estate planning. One mistake is to not have at least a basic estate plan in place. The other mistake is failing to update your estate plan once you create one. It is great if you already have an estate plan, but that does…

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DIY estate planning mistakes can cause serious issues

Family dynamics differ for everyone. Some people may have close, loving relatives that they enjoy spending time with, and others may have difficult family relationships that lead to estrangement or conflict. In either case, it is important for individuals to go…

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Wills are important parts of estate plans

Many California residents want to create estate plans, but they may not feel ready or may believe that they can do it any time. However, sudden accidents can also take place at any time, and it is wise to be prepared sooner rather than later. Adults of any age can…

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The estate planning tradition may benefit nontraditional families

All California families have unique aspects. Some are considered traditional with a first-time married couple who have a few kids. Of course, these days, it is more likely that families do not stick to tradition. In fact, some parents may be married for the second or…

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Estate plans need updating after divorce

Getting divorced was likely not a life change that many California residents had planned for well ahead of time. However, it can happen to any married couple, and the impacts can be far-reaching. If individuals took the time to plan ahead when it came to their…

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The importance of updating your estate plan

Creating an estate plan is an essential part of planning for your future, but it is by no means the final step in the process. Once you’ve taken the necessary step of formulating an estate plan, it is important to continue revisiting and updating your plans…

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Estate planning can help prepare for various scenarios

Everyone needs help at some point in their lives. Often, California residents are able to ask someone they trust for help at a given time. However, if a person becomes incapacitated, it is unlikely that he or she will have the ability to indicate who should help or…

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Estate planning mistakes you do not want to make

If you are thinking about preparing your will, then congratulations, you are making a wise decision and taking care of your family and friends. However, a will is just one of many pieces of estate planning you should be considering. The biggest mistake you can make…

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Estate planning can help address specific concerns

Getting end-of-life affairs in order is not a simple task. After all, California residents will need to look at their lives as a whole and make many decisions regarding how they want the important facets of their lives handled in the event of incapacitation or death….

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3 common beneficiary designation missteps

Certain types of assets, such as retirement accounts and insurance policies, come with beneficiary designations. These allow a person to name who will benefit from these assets upon his or her death. So, they are important estate planning tools. It is critical to…

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