For many of us, retirement is the ultimate goal of working. Though we’d all love to retire early, most of us aren’t able to retire until after we reach the age of 65. However, while many people can’t wait for retirement, others find a real sense of purpose in their work. And sometimes, individuals...

From finding a place to live, to changing your driver’s license, there are many things that you may want to consider when you move to California. However, one thing that you should consider that you likely haven’t is whether you should change your estate plan. When you move to California it’s important that you take...

There’s no doubt that the global landscape looks very different these days in the shadow of the coronavirus pandemic. With great feelings of uncertainty, you may feel the need to ensure that your orders are in affair. To help bring you some peace, here are 5 components of your estate plan to focus...

When you pass away it’s important that your assets go to the correct recipient(s), as in those whom you designate. But what may be surprising is that despite how important it is for the right person or entity to receive your assets, many people fail to give much thought to their beneficiary designations. Beneficiary designation...

There’s no doubt that it’s an extremely scary time for many people. In the age of COVID-19, the idea of becoming sick and unable to make decisions for yourself and your family is terrifying. However, you can help to alleviate some of these fears by establishing a comprehensive estate plan. Do I Need More...

When we think of estate planning and protecting our assets, we generally think of having a will. However, while a will is an extremely important legal document in your estate plan, it is not the only one that should be considered. A comprehensive estate plan generally includes various legal documents. Here are the

Many people find estate planning to be somewhat confusing, but for same-sex couples it can seem quite complex – regardless of whether or not they are married. The good news is that estate planning for same-sex couples does not have to be so complex or confusing. As the law continues to evolve, it...

When individuals die without a will (intestate) the state has a certain order in which it provides the decedent’s assets to particular individuals. For example, when someone dies intestate, their property will generally transfer equally among their children (should they have any). But what about children who are adopted? Can the same be said...

Q: Are there benefits to designating a charity as my IRA beneficiary? Everyone wants to save money but most people don’t realize that hiring a skilled San Mateo estate planning attorney who understands how to minimize or eliminate estate taxes can save their estates – and consequently their beneficiaries – big time depending on...

Marriage is an exciting new journey; one that brings with it a series of new hopes, dreams, and goals for the future. Many of these goals you will make together as you begin your new life. You may think about opening joint bank accounts, filing joint taxes, buying a home, and more. But what...