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The Importance of Having an Estate Plan
The Importance of Having an Estate Plan

If you want to have any say in how your estate will be distributed, who your beneficiaries will be and how you will be taken care of at the end of your life, then it is important that you have an estate plan in place. An estate plan not only protects those you love, but can ...

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Recent Posts
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    If you want to have any say in how your estate will be distributed, who your beneficiaries will be and how you will be taken care of at the end of your life, then it is important that you have an ...

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  • The Importance of Advance Healthcare Directives

    To many people estate planning is simply the process of getting one's affairs in order so that their assets and property will be distributed to their ones they love at death. While it is true that a ...

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  • Probate Avoidance in San Jose

    Dealing with the emotional loss of a loved one can be very difficult for the family members, and not long after death and funeral, the loved ones left behind will have to turn their attention towards ...

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  • Why a Power of Attorney?

    A Power of Attorney is a legal document which allows you to appoint another person to represent you. When you create a Power of Attorney, you are the principal and the person that you are appointing ...

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  • What it Means to "Breach Fiduciary Duty"

    Fiduciary comes from Latin fiducia, meaning "trust." A fiduciary duty is defined as a legal duty to act in another party's best interests. The parties that owe this duty are called fiduciaries and the ...

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  • Contingency Planning - A Lesson from Fantasy Football

    During a recent meeting with a client, I was forced to ask some difficult questions. Clearly uncomfortable, my client said, "Tim, that's not going to happen. I don't even want to think about it." ...

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